# Arrowstreet Capital, Limited Partnership

> 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.

- CRD: 111298
- Filed as: ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111298
- AdvisorCensus page: https://advisorcensus.com/firm/arrowstreet-capital-limited-partnership-boston-ma-111298

## Quick answers

**How is Arrowstreet Capital, Limited Partnership compensated?**
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.

**Where is Arrowstreet Capital, Limited Partnership located?**
Arrowstreet Capital, Limited Partnership's principal office is in Boston, MA, according to its Form ADV.

**Is Arrowstreet Capital, Limited Partnership registered with the SEC or a state?**
Arrowstreet Capital, Limited Partnership is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 111298.

**How much does Arrowstreet Capital, Limited Partnership manage?**
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).

**How have Arrowstreet Capital, Limited Partnership's assets and staff changed since 2021?**
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.

**What types of clients does Arrowstreet Capital, Limited Partnership serve?**
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).

**Which custodians does Arrowstreet Capital, Limited Partnership use?**
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.

**Does Arrowstreet Capital, Limited Partnership report any disciplinary disclosures?**
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

**What changed in Arrowstreet Capital, Limited Partnership's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC
- State Street Bank and Trust Company
- The Bank of New York Mellon
- The Northern Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $351,322,949,038
- Discretionary: $351,322,949,038
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 5 | $7,528,516,550 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 90 | $238,889,948,687 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 27 | $27,875,944,789 |
| Charitable organizations | 2 | $927,725,675 |
| State or municipal government entities (including government pension plans) | 28 | $59,590,510,104 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 4 | $2,228,786,889 |
| Sovereign wealth funds and foreign official institutions | 3 | $8,706,478,103 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 3 | $5,575,038,241 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 519 total, 102 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111298

### Websites listed on Form ADV (Item 1.I)
- [arrowstreetcapital.com](https://arrowstreetcapital.com)
- LinkedIn @ARROWSTREET-CAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $152,387,747,325 | 361 | July 22, 2021 |
| October 2022 | $186,545,975,184 | 365 | September 12, 2022 |
| October 2023 | $171,377,041,357 | 415 | July 10, 2023 |
| October 2024 | $216,586,078,465 | 459 | May 17, 2024 |
| October 2025 | $253,551,377,834 | 494 | May 27, 2025 |
| October 2026 | $351,322,949,038 | 519 | April 22, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arrowstreet Capital, Limited Partnership (CRD 111298): Form ADV filing data as of October 2026.