← Directory
JENNISON ASSOCIATES
Legal name: JENNISON ASSOCIATES LLC
CRD 107959File 801-5608
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$214.84B
Top 10% of cohort (national)
Discretionary AUM
$214.84B
Clients
6,081
6,083 accounts
Employees
360
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 16, 1969
- Principal office
- 55 E. 52ND STREET, NEW YORK, NY, 10055
- Phone
- 212.421.1000
- Website
- https://www.jennison.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $214.84B
- Discretionary AUM
- $214.84B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,083
- Non-discretionary accounts
- 0
- Total accounts
- 6,083
- AUM per client
- $35.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 241 | $635.8M |
| Non-U.S. persons | 9 | $6.18B |
| Insurance companies | 8 | $2.30B |
| Investment companies | 53 | $110.82B |
| Charitable organizations | 151 | $3.01B |
| Other investment advisers | 83 | $0 |
| High net worth individuals | 554 | $1.34B |
| Pooled investment vehicles | 51 | $42.55B |
| Banking or thrift institutions | 5 | $0 |
| Pension and profit sharing plans | 95 | $35.96B |
| State or municipal government entities | 29 | $10.72B |
| Individuals (other than high net worth individuals) | 4,802 | $1.29B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 6,083 | 6,081 | decreased by2 |
| Apr 1, 2026 | Employees | 363 | 360 | decreased by3 |
| Apr 1, 2026 | Clients | 5,334 | 6,083 | increased by749 |
| Apr 1, 2026 | AUM | $211,331,386,426 | $214,839,169,153 | increased by$3,507,782,727 |
| Apr 1, 2026 | Accounts | 5,269 | 6,083 | increased by814 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 347 | 363 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,277 | 5,334 | increased by1,057 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $245,771,408,656 | $211,331,386,426 | decreased by$34,440,022,230 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,236 | 5,269 | increased by1,033 |
| Apr 1, 2022 | Employees | 310 | 347 | increased by37 |
| Apr 1, 2022 | Clients | 2,475 | 4,277 | increased by1,802 |
| Apr 1, 2022 | AUM | $224,361,391,815 | $245,771,408,656 | increased by$21,410,016,841 |
| Apr 1, 2022 | Accounts | 2,446 | 4,236 | increased by1,790 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JENNISON ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JENNISON ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.