Firm profile

COATUE MANAGEMENT, L.L.C.

NEW YORK, NYCRD 157910Latest ADV March 30, 2026

Coatue Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $92.7B in regulatory assets under management, 199 employees, 3 offices, and 127 accounts.

Assets Under Management
$92.7B
Employees
199
Offices
3 offices
Total Clients
126
Primary office
NEW YORK, NY
9 WEST 57TH STREET, 25TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

6 roles identified
CCOEvan M. Rosenberg
CFOEric W. Sacks
COOEric W. Sacks

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 99.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
99.2%
125
2
Investment Cos.
0.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$92.7Bas of March 30, 2026
Discretionary100.0%
$92.7B
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.

Total AUM$92.7B
Total Accounts127
10Y AUM Change+$79.0B (+574.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees199
Clients per Employee1:1
10Y Employee Change+108 (+118.7%)

* 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.