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COATUE MANAGEMENT, L.L.C.

CRD 157910File 801-73669
APPROVED
Custody
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$92.71B
Top 10% of cohort (national)
Discretionary AUM
$92.71B
Clients
126
127 accounts
Employees
199
Top 10% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Mar 30, 2012
Principal office
9 WEST 57TH STREET, 25TH FLOOR, NEW YORK, NY, 10019
Phone
212-715-5100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$92.71B
Discretionary AUM
$92.71B
Non-discretionary AUM
$0
Discretionary accounts
127
Non-discretionary accounts
0
Total accounts
127
AUM per client
$735.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$66.3M
Investment companies1$4.01B
Pooled investment vehicles125$88.63B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees168199increased by31
Apr 1, 2026Clients120126increased by6
Apr 1, 2026AUM$69,516,378,949$92,705,722,582increased by$23,189,343,633
Apr 1, 2026Accounts121127increased by6
May 1, 2025
vs Oct 1, 2022
Employees156168increased by12
May 1, 2025
vs Oct 1, 2022
Clients74120increased by46
May 1, 2025
vs Oct 1, 2022
AUM$73,333,689,427$69,516,378,949decreased by$3,817,310,478
May 1, 2025
vs Oct 1, 2022
Accounts74121increased by47
Jun 1, 2022AUM$72,114,203,138$73,333,689,427increased by$1,219,486,289
Apr 1, 2022Employees143156increased by13
Apr 1, 2022Clients3974increased by35
Apr 1, 2022AUM$48,605,004,958$72,114,203,138increased by$23,509,198,180
Apr 1, 2022Accounts3974increased by35
May 1, 2021AUM$47,118,841,776$48,605,004,958increased by$1,486,163,182
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 “COATUE MANAGEMENT” as a service provider on 5500mcp →

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