{
  "crd_number": 107959,
  "slug": "jennison-associates-new-york-ny-107959",
  "primary_business_name": "JENNISON ASSOCIATES",
  "legal_name": "JENNISON ASSOCIATES LLC",
  "dbas": [
    "JENNISON"
  ],
  "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": "1969-04-16",
  "years_registered": 57,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 214839169153.0,
  "raum_discretionary": 214839169153.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 360,
  "advisory_employees": 66,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 28217854.0,
      "count": 2,
      "description": "WELFARE PLANS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 3010861644.0,
      "count": 151
    },
    "individuals": {
      "raum": 1287782030.0,
      "count": 4802
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 5
    },
    "state_municipal": {
      "raum": 10717209352.0,
      "count": 29
    },
    "insurance_companies": {
      "raum": 2297000175.0,
      "count": 8
    },
    "investment_companies": {
      "raum": 110821091698.0,
      "count": 53
    },
    "pension_profit_sharing": {
      "raum": 35964116418.0,
      "count": 95
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 83
    },
    "high_net_worth_individuals": {
      "raum": 1341785000.0,
      "count": 554
    },
    "pooled_investment_vehicles": {
      "raum": 42554987337.0,
      "count": 51
    },
    "corporations_other_businesses": {
      "raum": 635816212.0,
      "count": 241
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 6180301433.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/pgimindiamf",
    "https://instagram.com/pgim",
    "https://jennison.com",
    "https://linkedin.com/company/jennison-associates",
    "https://linkedin.com/company/pgim",
    "https://pgim.com",
    "https://pgim.com/investments",
    "https://pgimindiamf.com",
    "https://prudential.com",
    "https://twitter.com/pgim?lang=en",
    "https://youtube.com/pgim"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107959",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/jennison-associates-new-york-ny-107959",
  "display_name": "Jennison Associates",
  "summary": "Jennison Associates is an SEC-registered investment advisory firm in New York, NY, registered since 1969, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Jennison Associates (CRD 107959): 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 individuals and/or small businesses",
    "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",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Jennison Associates compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jennison Associates 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 Jennison Associates located?",
      "a": "Jennison Associates' principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Jennison Associates registered with the SEC or a state?",
      "a": "Jennison Associates is an SEC-registered investment advisory firm, registered since 1969. Status as filed: Approved. CRD 107959."
    },
    {
      "q": "How much does Jennison Associates manage?",
      "a": "Jennison Associates reports $214,839,169,153 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Jennison Associates' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Jennison Associates: Regulatory assets under management: $224,361,391,815 in the October 2021 data and $214,839,169,153 in the October 2026 data, down 4%. Total employees: 310 in October 2021 and 360 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jennison Associates serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,802); high net worth individuals (554); corporations or other businesses not listed above (241)."
    },
    {
      "q": "Which custodians does Jennison Associates use?",
      "a": "Jennison Associates' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Northern Trust and State Street Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Jennison Associates 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/107959"
    },
    {
      "q": "What changed in Jennison Associates' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 62 to 66. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 224361391815.0,
      "total_employees": 310,
      "filing_date": "2021-08-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 245771408656.0,
      "total_employees": 347,
      "filing_date": "2022-07-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 164275126570.0,
      "total_employees": 367,
      "filing_date": "2023-05-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 194425029789.0,
      "total_employees": 366,
      "filing_date": "2024-08-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 211331386426.0,
      "total_employees": 363,
      "filing_date": "2025-04-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 214839169153.0,
      "total_employees": 360,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 62 to 66.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "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": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "State Street Bank",
      "name_as_filed": "STATE STREET BANK",
      "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/jennison-associates-new-york-ny-107959.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4802,
      "fewer_than_5": false,
      "raum": 1287782030.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 554,
      "fewer_than_5": false,
      "raum": 1341785000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 5,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 53,
      "fewer_than_5": false,
      "raum": 110821091698.0
    },
    {
      "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": 51,
      "fewer_than_5": false,
      "raum": 42554987337.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 95,
      "fewer_than_5": false,
      "raum": 35964116418.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 151,
      "fewer_than_5": false,
      "raum": 3010861644.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 10717209352.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 83,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 8,
      "fewer_than_5": false,
      "raum": 2297000175.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 9,
      "fewer_than_5": false,
      "raum": 6180301433.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 241,
      "fewer_than_5": false,
      "raum": 635816212.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 28217854.0
    }
  ],
  "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/107959",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}