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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