ADAGE CAPITAL MANAGEMENT, L.P.

CRD

160679

SEC file #

801-73131

EIN

043574590

DBA names

—

Economics

AUM

$70.44B

AUM band

$1B+

AUM trajectory

'20 · $42.26B

'21 · $45.47B

'22 · $49.69B

'23 · $58.17B

'25 · $59.99B

'26 · $70.44B

'20'26

$42.26B → $70.44B▲ +67%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 40 advisors

'21 · 41 advisors

'22 · 42 advisors

'23 · 41 advisors

'25 · 39 advisors

'26 · 42 advisors

'20'26

40 advisors → 42 advisors▲ +5%

sec adv history

Primary office

BOSTON MA

Branches

—

Custodian & Brokerage

Primary custodian

Goldman Sachslow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

03/25/2026

ADV-W filed at

—

Website

adagecapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ADAGE CAPITAL ADVISORS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

ADAGE CAPITAL ADVISORS, LLC

GROSS, PHILLIP, THOMAS

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ADAGECAPITAL.COM

Rdap Domain Creation Date

2001-05-27T23:24:34Z

Rdap Firm Age Years

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

form 5500

SEC EDGAR

Edgar Cik

0001165408

Edgar Registered

Yes

Edgar Filing Count

1,000

Edgar First Filing Date

2013-04-10

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0001172661-26-002029

Edgar Former Names

ADAGE CAPITAL PARTNERS GP LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Goldman Sachs	8
Morgan Stanley	7
Jpmorgan	5
E*trade	4
Fidelity	3

adv brochure

Edgar Addresses

Mailing

200 CLARENDON STREET, 52ND FLOORBOSTON, MA 02116

Business

200 CLARENDON STREET52ND FLOORBOSTON, MA 02116

Edgar EIN

043574590

Edgar Recent Filings

13F-HR2026-05-15 · 0001172661-26-002029

13F-HR2026-02-17 · 0001172661-26-000912

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2031-05-27T23:24:34Z

Rdap Domain Last Changed

2026-03-28T06:34:31Z

Rdap Nameservers

Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

Yes