Private fund adviser · Boston, MA
Numeric Investors LLC
SEC-registered investment adviser · CRD 131684 · SEC 801-63276
At a glance
Numeric Investors LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $94.4 billion in regulatory assets under management as of its Form ADV filed August 28, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 89th of 4,686 private fund advisers and 274th of 17,210 SEC-registered advisers by assets.
Main office 617-897-7800man.comAs filed on Form ADV
- Regulatory AUM
- $94B
- Rank among private fund advisers
- #89 of 4,686
- Rank among all SEC RIAs
- #274 of 17,210
- Rank in Massachusetts
- #29 of 627
- Clients
- 120
- Accounts
- 125
- Discretionary
- 100% of AUM
- Employees
- 54
- Advisory staff
- 45
- Offices
- 5
Owners and executives on its Form ADV
- Daniel M. TaylorVice President & Chief Investment Officer
- Nadine N. Le GallChief Compliance Officer
- Gregory C. BondPresident
- Heidi G. RoderickVice President & Chief Operating Officer
- Chen N. YangSecretary
Custody and brokerage
Broker-dealer
Hybrid RIA
Numeric Investors LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: MAN Investments Inc..
- MAN Investments Inc. ↗CRD 15770
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 71 | $57B | 60% |
| Pension and profit sharing plans | 25 | $28B | 29% |
| State or municipal government entities | 9 | $5.5B | 6% |
| Sovereign wealth funds and foreign official institutions | – | $2.5B | 3% |
| Insurance companies | 6 | $1.7B | 2% |
| Investment companies | 9 | $554M | <1% |
Private funds
Numeric Investors LLC reports 25 private funds with $18B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Numeric Investors LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗man.com ↗
AtlasMembers
The full record on Numeric Investors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 232 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Numeric Investors LLC manage?
Numeric Investors LLC reports $94.4 billion in regulatory assets under management across 125 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 28, 2026.
What kind of firm is Numeric Investors LLC?
Numeric Investors LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Numeric Investors LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($56.6 billion, 71 clients); pension and profit sharing plans ($27.5 billion, 25 clients); state or municipal government entities ($5.5 billion, 9 clients).
Does Numeric Investors LLC manage private funds?
Yes. It reports 25 private funds with $18.4 billion in gross assets, including hedge funds.
Does Numeric Investors LLC have any disciplinary history?
Numeric Investors LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Numeric Investors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →