Acadian Asset Management Llc
- Regulatory AUM
- $177B
- Discretionary
- $175B
- Clients
- 350
- Avg AUM / client
- $507M
- Accounts
- 356
- Employees
- 375
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Asset allocation (SMA assets by investment type)
as of Jul 01, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 16 | $11.5B | 6.47% |
| Pooled investment vehicles (non-investment companies) | 148 | $64.6B | 36.4% |
| Pension and profit sharing plans | 27 | $5.7B | 3.2% |
| Charitable organizations | 27 | $7.2B | 4.08% |
| State or municipal government entities | 66 | $40.5B | 22.8% |
| Sovereign wealth funds and foreign official institutions | 5 | $7.5B | 4.21% |
| Corporations and other businesses | 2 | $111M | 0.06% |
| Other | 59 | $40.3B | 22.7% |
Private funds (33)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $15.1B combined gross assets
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Intermountain Ironworkers Pension Trust Board Of Trustees Intermountain Ironworkers Pension Trust | 2024 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dias, Scott, Peter | Svp, Chief Compliance Officer, General Counsel | Dec 2007 (19y) | Less than 5% | |
| Bradley, Brendan, O'brien | Cio, Manager | Jan 2019 (8y) | Less than 5% | |
| Rana, Surender, S | Manager | Feb 2019 (8y) | Less than 5% | |
| Catania, Charmaine, Marie | Svp, Chief Financial Officer | Jan 2020 (7y) | Less than 5% | |
| Hart, Richard, Jonathan | Manager | Apr 2020 (6y) | Less than 5% | |
| Huang, Haixuan, Melody | Manager | Mar 2023 (3y) | Less than 5% | |
| Young, Kelly Ann, Louise | Chief Executive Officer, Manager | Dec 2023 (3y) | Less than 5% | |
| Noon, Theodore, W. | Chief Marketing Officer, Manager | Feb 2024 (3y) | Less than 5% | |
| Voitenok, Alexandre | Manager, Deputy Chief Investment Officer | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brightsphere Affiliate Holdings Llc | Sole Holder Of Class A Interests Of The Registrant | Dec 2007 | A | 75% or more |
| Acadian Kelp Lp | Sole Holder Of Class B Interests Of The Registrant | Jul 2017 | A | 75% or more |
| Brightsphere Inc. | Sole Member Of Brightsphere Affiliate Holdings Llc | Sep 2000 | B | ≈ 56.25% – 100% via Brightsphere Affiliate Holdings Llc |
| Brightsphere Investment Group Inc | Sole Shareholder Of Brightsphere Inc. | Oct 2014 | B | ≈ 42.19% – 100% via Brightsphere Inc. |
| Acadian Kelp Gp Llc | General Partner Of Acadian Kelp Lp | Dec 2007 | B | GP / trustee / elected manager of Acadian Kelp Lp (indirect) |
Estimated effective ownership (look-through of filed bands):
- Brightsphere Inc.: 75% – 100% of Brightsphere Affiliate Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Brightsphere Investment Group Inc: 75% – 100% of Brightsphere Inc. × 75% – 100% of Brightsphere Affiliate Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (33, $15.1B gross assets)
Top 25 of 33 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Intermountain Ironworkers Pension Trust | Board Of Trustees Intermountain Ironworkers Pension Trust | 690 | $162M | 06/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 9.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- State Street $29.2B (16% of AUM) Jul 2026
- BNY Mellon $20.7B (12% of AUM) Jul 2026
- Northern Trust $16.9B (9% of AUM) Jul 2026
- Citibank $13.6B (8% of AUM) Jul 2026
- J.P. Morgan $11.6B (7% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗