Geode Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $1.7T in regulatory assets under management, 194 employees, and 176 accounts.
Assets Under Management
$1.7T
Employees
194
Offices
--
Total Clients
165
Primary office
BOSTON, MA
100 SUMMER STREET, 12TH FLOOR, BOSTON, MA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 55.2% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
55.2%
91
2
Pooled Investment Vehicles
44.8%
74
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Tas of March 31, 2026
Discretionary100.0%
$1.7T
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7T
Total Accounts176
10Y AUM Change+$1.5T (+565.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees194
Clients per Employee1:1
10Y Employee Change+121 (+165.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.