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ADAGE CAPITAL MANAGEMENT, L.P.

CRD 160679File 801-73131
APPROVED
Custody
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$70.44B
Top 10% of cohort (national)
Discretionary AUM
$70.44B
Clients
1
1 accounts
Employees
62
Top 10% of cohort in MA

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
BRO
Registration date
Feb 17, 2012
Principal office
200 CLARENDON STREET, 52ND FLOOR, BOSTON, MA, 02116
Phone
617-867-2800

Assets & accounts

ADV Item 5F
Total regulatory AUM
$70.44B
Discretionary AUM
$70.44B
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$70.44B

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles1$70.44B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
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
  • Q11C2
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees5862increased by4
Apr 1, 2026AUM$59,994,025,140$70,436,360,710increased by$10,442,335,570
May 1, 2025
vs Oct 1, 2022
Employees5458increased by4
May 1, 2025
vs Oct 1, 2022
DisclosuresNoYes
May 1, 2025
vs Oct 1, 2022
AUM$58,165,986,699$59,994,025,140increased by$1,828,038,441
Apr 1, 2022Employees5554decreased by1
Apr 1, 2022AUM$49,687,055,566$58,165,986,699increased by$8,478,931,133
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 “ADAGE CAPITAL” as a service provider on 5500mcp →

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