{
  "crd_number": 157910,
  "slug": "coatue-management-l-l-c-new-york-ny-157910",
  "primary_business_name": "COATUE MANAGEMENT, L.L.C.",
  "legal_name": "COATUE MANAGEMENT, L.L.C.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-07-29",
  "carried_forward": false,
  "raum_total": 92705722582.0,
  "raum_discretionary": 92705722582.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 199,
  "advisory_employees": 68,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "investment_companies": {
      "raum": 4005830778.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 88633609973.0,
      "count": 125
    },
    "corporations_other_businesses": {
      "raum": 66281831.0,
      "count": null,
      "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": 0,
  "states_registered": [],
  "websites": [
    "https://coatue.com",
    "https://linkedin.com/company/coatue",
    "https://threads.com/@coatuemgmt",
    "https://x.com/coatuemgmt",
    "https://youtube.com/@CoatueManagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157910",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/coatue-management-l-l-c-new-york-ny-157910",
  "display_name": "Coatue Management, L.L.C.",
  "summary": "Coatue Management, L.L.C. is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 29, 2026.",
  "citation": "AdvisorCensus. Coatue Management, L.L.C. (CRD 157910): 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 Coatue Management, L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coatue Management, L.L.C. 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 Coatue Management, L.L.C. located?",
      "a": "Coatue Management, L.L.C.'s principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Coatue Management, L.L.C. registered with the SEC or a state?",
      "a": "Coatue Management, L.L.C. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157910."
    },
    {
      "q": "How much does Coatue Management, L.L.C. manage?",
      "a": "Coatue Management, L.L.C. reports $92,705,722,582 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Coatue Management, L.L.C.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Coatue Management, L.L.C.: Regulatory assets under management: $48,605,004,958 in the October 2021 data and $92,705,722,582 in the October 2026 data, up 91%. Total employees: 143 in October 2021 and 199 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Coatue Management, L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (125); investment companies (1)."
    },
    {
      "q": "Does Coatue Management, L.L.C. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157910"
    },
    {
      "q": "What changed in Coatue Management, L.L.C.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 48605004958.0,
      "total_employees": 143,
      "filing_date": "2021-05-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 73333689427.0,
      "total_employees": 156,
      "filing_date": "2022-05-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 47875878217.0,
      "total_employees": 161,
      "filing_date": "2023-05-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 58576877059.0,
      "total_employees": 174,
      "filing_date": "2024-05-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 69516378949.0,
      "total_employees": 168,
      "filing_date": "2025-05-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 92705722582.0,
      "total_employees": 199,
      "filing_date": "2026-07-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 63 to 68.",
        "Regulatory assets under management went from $69,516,378,949 to $92,705,722,582 (+33%).",
        "Added an office in San Francisco, CA.",
        "No longer lists an office in Santa Monica, CA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/coatue-management-l-l-c-new-york-ny-157910.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 4005830778.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 125,
      "fewer_than_5": false,
      "raum": 88633609973.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 66281831.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/157910",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}