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NUMERIC INVESTORS LLC

CRD 131684File 801-63276
APPROVED
Custody
Disclosure events
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$94.40B
Top 10% of cohort (national)
Discretionary AUM
$94.40B
Clients
120
125 accounts
Employees
54
Top 10% of cohort in MA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Jun 16, 2004
Principal office
200 PIER 4 BOULEVARD, 5TH FLOOR, BOSTON, MA, 02210
Phone
617 897 7800

Assets & accounts

ADV Item 5F
Total regulatory AUM
$94.40B
Discretionary AUM
$94.40B
Non-discretionary AUM
$0
Discretionary accounts
125
Non-discretionary accounts
0
Total accounts
125
AUM per client
$786.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Non-U.S. personsFewer than 5$2.51B
Insurance companies6$1.72B
Investment companies9$554.5M
Pooled investment vehicles71$56.60B
Pension and profit sharing plans25$27.53B
State or municipal government entities9$5.48B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — INTER-COMPANY SERVICE FEES
  • 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

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 11
  • Q11
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients96120increased by24
Apr 1, 2026AUM$50,580,876,000$94,400,959,000increased by$43,820,083,000
Apr 1, 2026Accounts95125increased by30
May 1, 2025
vs Oct 1, 2022
Employees5054increased by4
May 1, 2025
vs Oct 1, 2022
Clients6996increased by27
May 1, 2025
vs Oct 1, 2022
AUM$47,129,941,000$50,580,876,000increased by$3,450,935,000
May 1, 2025
vs Oct 1, 2022
Accounts7195increased by24
Apr 1, 2022Employees5150decreased by1
Apr 1, 2022Clients7569decreased by6
Apr 1, 2022AUM$35,532,007,000$47,129,941,000increased by$11,597,934,000
Apr 1, 2022Accounts7871decreased by7
Jun 1, 2021DisclosuresNoYes
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “NUMERIC INVESTORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NUMERIC INVESTORS” 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.