Arrowstreet Capital, Limited Partnership (Boston)

Arrowstreet Capital, Limited Partnership provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arrowstreet Capital, Limited Partnership: assets under management

The assets under management (AUM) of Arrowstreet Capital, Limited Partnership is $98.26 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 30054% since the beginning of its operation, and $37.52 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $98.26 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $617.97 million each.

Arrowstreet Capital, Limited Partnership has custody of $16.02 billion in cash and securities for 16 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 94% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio. Investments in investment and business development companies form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arrowstreet Capital, Limited Partnership for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bruce Clarke serves?

The firm provides services to insurance companies, investment companies, charitable organizations, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Bruce Clarke is pooled investment vehicles with 77 clients and $53.85 billion of assets under management. Among the 9 most similar advisory firms, Arrowstreet Capital, Limited Partnership has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $93.94 billion for 147 clients. 47% of the firm’s clients are foreign persons or businesses.

Arrowstreet Capital, Limited Partnership also advises several private funds. Namely, twenty five hedge funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $10,000,000.

Careers at Arrowstreet Capital, Limited Partnership

The company employs 254 people that are either part- or full-time employees. 21 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Bruce Clarke has been acting as President since 1 Jun 1999. Peter Rathjens has served as the Chief Investment Officer since 1 Jun 1999 and Anthony Ryan is the Chief Executive Officer of Arrowstreet Capital, Limited Partnership family office. Derek Andrew Vance joined the executive team most recently as the Member / Board Member.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 46 indirect owners.

Based in Boston

The principal office where Arrowstreet Capital, Limited Partnership performs its advisory services is located at 200 Clarendon Street, 30 Th Floor, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-919-0000. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at arrowstreetcapital.com.

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