# Coatue Management, L.L.C.

> 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.

- CRD: 157910
- Filed as: COATUE MANAGEMENT, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157910
- AdvisorCensus page: https://advisorcensus.com/firm/coatue-management-l-l-c-new-york-ny-157910

## Quick answers

**How is Coatue Management, L.L.C. compensated?**
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.

**Where is Coatue Management, L.L.C. located?**
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).

**Is Coatue Management, L.L.C. registered with the SEC or a state?**
Coatue Management, L.L.C. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157910.

**How much does Coatue Management, L.L.C. manage?**
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).

**How have Coatue Management, L.L.C.'s assets and staff changed since 2021?**
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.

**What types of clients does Coatue Management, L.L.C. serve?**
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).

**Does Coatue Management, L.L.C. report any disciplinary disclosures?**
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

**What changed in Coatue Management, L.L.C.'s recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $92,705,722,582
- Discretionary: $92,705,722,582
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $4,005,830,778 |
| Pooled investment vehicles (other than investment companies and business development companies) | 125 | $88,633,609,973 |
| Corporations or other businesses not listed above | Fewer than 5 | $66,281,831 |

### 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: 2012 (14 years)
- Employees: 199 total, 68 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Hong Kong
- Menlo Park, CA
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- coatue.com
- threads.com/@coatuemgmt
- LinkedIn @coatue
- X @coatuemgmt
- YouTube @CoatueManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $48,605,004,958 | 143 | May 11, 2021 |
| October 2022 | $73,333,689,427 | 156 | May 13, 2022 |
| October 2023 | $47,875,878,217 | 161 | May 26, 2023 |
| October 2024 | $58,576,877,059 | 174 | May 21, 2024 |
| October 2025 | $69,516,378,949 | 168 | May 27, 2025 |
| October 2026 | $92,705,722,582 | 199 | July 29, 2026 |

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.

## Changes in the filing (last 12 months)

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

### April 2026
- 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.

### 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. Coatue Management, L.L.C. (CRD 157910): Form ADV filing data as of October 2026.