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NUMERIC INVESTORS LLC
200 Pier 4 Boulevard
5th Floor
Boston, Massachusetts 02210
Tel: 617 897 7800
About NUMERIC INVESTORS LLC
NUMERIC INVESTORS LLC, formally registered with the SEC as NUMERIC INVESTORS LLC. The firm was established in 06/16/2004. They have over 4 offices throughout the country.
NUMERIC INVESTORS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $48,873,548,310 assets under management, offering retirement planning & investment advisory services to 85 clients. The firm is staffed with 52 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131684 |
| SEC# | 801-63276 |
| Assets Managed by Firm | $48,873,548,310 |
| No. of Clients | 85 |
| No. of Advisors | 52 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (INTER-COMPANY SERVICE FEES)
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIO SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 85 | $48,873,548,310 |
| Pension and profit sharing plans | 26 | $15,143,308,420 |
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