{
  "crd_number": 111298,
  "slug": "arrowstreet-capital-limited-partnership-boston-ma-111298",
  "primary_business_name": "ARROWSTREET CAPITAL, LIMITED PARTNERSHIP",
  "legal_name": "ARROWSTREET CAPITAL, LIMITED PARTNERSHIP",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1999-07-08",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-04-22",
  "carried_forward": false,
  "raum_total": 351322949038.0,
  "raum_discretionary": 351322949038.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 519,
  "advisory_employees": 102,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 5575038241.0,
      "count": 3,
      "description": "NON-U.S. INSTITUTIONAL INVESTORS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 927725675.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 59590510104.0,
      "count": 28
    },
    "insurance_companies": {
      "raum": 2228786889.0,
      "count": 4,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 7528516550.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 27875944789.0,
      "count": 27
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 238889948687.0,
      "count": 90
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 8706478103.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [],
  "websites": [
    "https://arrowstreetcapital.com",
    "https://linkedin.com/COMPANY/ARROWSTREET-CAPITAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111298",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/arrowstreet-capital-limited-partnership-boston-ma-111298",
  "display_name": "Arrowstreet Capital, Limited Partnership",
  "summary": "Arrowstreet Capital, Limited Partnership is an SEC-registered investment advisory firm in Boston, MA, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.",
  "citation": "AdvisorCensus. Arrowstreet Capital, Limited Partnership (CRD 111298): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Arrowstreet Capital, Limited Partnership compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Arrowstreet Capital, Limited Partnership reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Arrowstreet Capital, Limited Partnership located?",
      "a": "Arrowstreet Capital, Limited Partnership's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Arrowstreet Capital, Limited Partnership registered with the SEC or a state?",
      "a": "Arrowstreet Capital, Limited Partnership is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 111298."
    },
    {
      "q": "How much does Arrowstreet Capital, Limited Partnership manage?",
      "a": "Arrowstreet Capital, Limited Partnership reports $351,322,949,038 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Arrowstreet Capital, Limited Partnership's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Arrowstreet Capital, Limited Partnership: Regulatory assets under management: $152,387,747,325 in the October 2021 data and $351,322,949,038 in the October 2026 data, up 131%. Total employees: 361 in October 2021 and 519 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Arrowstreet Capital, Limited Partnership serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (90); state or municipal government entities (including government pension plans) (28); pension and profit sharing plans (but not the plan participants or government pension plans) (27)."
    },
    {
      "q": "Which custodians does Arrowstreet Capital, Limited Partnership use?",
      "a": "Arrowstreet Capital, Limited Partnership's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC, State Street Bank and Trust Company, The Bank of New York Mellon and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Arrowstreet Capital, Limited Partnership report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111298"
    },
    {
      "q": "What changed in Arrowstreet Capital, Limited Partnership's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 99 to 102. Regulatory assets under management went from $253,551,377,834 to $351,322,949,038 (+39%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 152387747325.0,
      "total_employees": 361,
      "filing_date": "2021-07-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 186545975184.0,
      "total_employees": 365,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 171377041357.0,
      "total_employees": 415,
      "filing_date": "2023-07-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 216586078465.0,
      "total_employees": 459,
      "filing_date": "2024-05-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 253551377834.0,
      "total_employees": 494,
      "filing_date": "2025-05-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 351322949038.0,
      "total_employees": 519,
      "filing_date": "2026-04-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 99 to 102.",
        "Regulatory assets under management went from $253,551,377,834 to $351,322,949,038 (+39%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/arrowstreet-capital-limited-partnership-boston-ma-111298.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 7528516550.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 90,
      "fewer_than_5": false,
      "raum": 238889948687.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 27875944789.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 927725675.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 59590510104.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 4,
      "fewer_than_5": true,
      "raum": 2228786889.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 3,
      "fewer_than_5": true,
      "raum": 8706478103.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": true,
      "raum": 5575038241.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111298",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}