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Strategic Advisers LLC

● SEC registered since 1977CRD 104555SEC# 801-13243Boston, MA
Export (members)
Reg. AUM
$10.7M
Employees
16,291
Accounts
2,486,631
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 $10.7 million in regulatory assets under management and employs 16,291 people.

Strategic Advisers LLC owners & executives

15 reported
NameTitleOwnershipSince
Bart Alexander Grenier ControlDirectorUnder 5%2024
Catherine Louise Pena ControlChief Investment OfficerUnder 5%2023
Christopher John Rimmer ControlHead Of Asset Management Finance, TreasurerUnder 5%2018
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Frequently asked questions

How much does Strategic Advisers LLC manage?

Strategic Advisers LLC reports $10.7 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Advisers LLC have?

Strategic Advisers LLC reports 16,291 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

Address155 Seaport Blvd, Boston, MA 02210-2698
Phone617-563-7000
Office hours9a.m. - 5p.m. Est
SEC regionBoston Regional Office (BRO)
CIK1026420
Discloses disciplinary historyYes

Assets under management

Discretionary$10.3M
Non-discretionary$40.38B
Total (RAUM)$10.7M