SourcingSourcing

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

C26
CRD 111298·SEC 801-56633·BOSTON, MA
AUM
$351.32B
$1B+
Est. Revenue
$3.51B
@ 1% on AUM
Est. EBITDA
$1.05B
@ 30% margin
Est. Deal Value
$8.43B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CRD
111298
SEC file #
801-56633
EIN
000000000
DBA names
—

Economics

AUM
$351.32B
AUM band
$1B+
AUM trajectory
'20'26
$98.26B → $351.32B▲ +258%
Client mix
Pooled Investment Vehicles90
State Or Municipal Govt28
Pension Profit Sharing Plans27
Investment Companies5
Insurance Companies4

Operations

Employees (total)
519
Advisory staff (per ADV)
102
Advisory staff (5-yr trend)
'20'26
53 advisors → 102 advisors▲ +92%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
arrowstreetcapital.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARROWSTREET CAPITAL HOLDING LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ARROWSTREET CAPITAL HOLDING LLC
ARROWSTREET CAPITAL GP LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ARROWSTREETCAPITAL.COM
Rdap Domain Creation Date
1999-06-22T13:42:48Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
12
Form 5500 Total Participants
1,420
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
202412
Schedule C Service Provider Rows
12

SEC EDGAR

Edgar Cik
0001504788
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2010-11-04
Edgar Last Filing Date
2013-01-31
Edgar Form D Count
4
Edgar Form D Offerings
2013-01-312013-01-31 · 0001504788-13-000001
2012-02-012012-02-01 · 0001504788-12-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street214
Jpmorgan188
Bny Mellon22
E*trade4
Northern Trust2
Edgar Addresses
Mailing
THE HARCOURT BUILDING, HARCOURT STREETDUBLIN, L2 2
Business
THE HARCOURT BUILDING, HARCOURT STREETDUBLIN, L2 2
Edgar EIN
000000000
Edgar Recent Filings
D/A2013-01-31 · 0001504788-13-000001
D/A2012-02-01 · 0001504788-12-000001
Fee Schedule
Bracket I95
Bracket Xi3
Bracket Viii2
Bracket Ii0
Bracket Iii0
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-22T13:43:27Z
Rdap Domain Last Changed
2022-04-23T05:59:56Z
Rdap Nameservers
Udns1.ultradns.netUdns2.ultradns.net
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
HALL, BRANDON, JAMES
Executive Officer · 2.5%
8209290
VANCE, DEREK, ANDREW
Executive Officer · 2.5%
5402970
BURNETT, ERIC, C.
Executive Officer · 2.5%
6395419
Kelley, Kimberly, Babbitt
Executive Officer · 2.5%
7518192
MANIAR GANDHI, NIRALI, A.
Executive Officer · 2.5%
6211399