Strategic Advisers LLC
● SEC registered since 1977CRD 104555SEC# 801-13243Boston, MA
Reg. AUM
$1,370.13B
Employees
17,112
Accounts
2,973,512
Location
Boston, MA
Strategic Advisers LLC assets under management
Strategic Advisers LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 1977. It reports $1,370.1 billion in regulatory assets under management and employs 17,112 people.
Strategic Advisers LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bart Alexander Grenier Control | Director | Under 5% | 2024 |
| Catherine Louise Pena Control | Chief Investment Officer | Under 5% | 2023 |
| Christopher John Rimmer Control | Head Of Asset Management Finance, Treasurer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Strategic Advisers LLC manage?
Strategic Advisers LLC reports $1,370.1 billion in regulatory assets under management on its Form ADV.
How many employees does Strategic Advisers LLC have?
Strategic Advisers LLC reports 17,112 employees.
Where is Strategic Advisers LLC located?
Strategic Advisers LLC is based in Boston, MA and has been SEC-registered since 1977.
Does Strategic Advisers LLC disclose fund performance?
Strategic Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 155 Seaport Blvd, Boston, MA 02210-2698 |
| Phone | 617-563-7000 |
| Office hours | 9a.m. - 5p.m. Est |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1026420 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1,370.13B▲ 12832860%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$1,370.13Bregulatory AUM
Discretionary $1,321.08BNon-discretionary $49.05B