DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Coatue Management, L.L.C.
Latest filing Jul 29, 2026
First filing on the tape Feb 14, 2012 · 49 filings
SEC status approved since Mar 30, 2012
RAUM
$93B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
199
68 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
146
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$93B as of Jul 29, 2026
Mar 28, 2013$9.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 29, 2026
Mar 28, 20130 then
Employees (5.A)199 as of Jul 29, 2026
Mar 28, 201365 then
Private funds146 as of Jul 29, 2026
Mar 28, 20135 then
RAUM +33% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 29, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $730MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $42.8M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$89B96%
- Investment companies$4.0B4.3%
- Corporations and businesses$66.3M0.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 127reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $42.8M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
161 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Coatue Offshore Master Fund LP | Hedge Fund | $23B | 2,748 | Feb 4, 2016 |
| Coatue Offshore Master Fund, Ltd.no longer reported | Hedge Fund | $14B | 907 | Feb 14, 2012 |
| Coatue Offshore Fund, Ltd. | Hedge Fund | $6.8B | 1,408 | Feb 14, 2012 |
| Coatue Qualified Partners, L.P. | Hedge Fund | $6.5B | 1,337 | Feb 14, 2012 |
| Coatue Growth Fund V LP | Private Equity Fund | $6.0B | 786 | Mar 30, 2022 |
| Coatue Long Only Offshore Master Fund Ltd | Hedge Fund | $3.6B | 257 | Aug 28, 2013 |
| Coatue Kona III LP | Private Equity Fund | $3.4B | 186 | Mar 30, 2017 |
| Coatue Growth Fund IV LP | Private Equity Fund | $3.3B | 492 | Mar 27, 2020 |
| Coatue Opportunity Master Fund I LPno longer reported | Private Equity Fund | $3.2B | 1,031 | Mar 27, 2020 |
| Coatue Growth V Offshore Feeder Fund LP | Private Equity Fund | $2.9B | 270 | Mar 30, 2022 |
| Coatue Structured Fund LP | Private Equity Fund | $2.5B | 129 | Mar 30, 2023 |
| Exuma Offshore Master Fund Ltdno longer reported | Hedge Fund | $1.9B | 372 | May 28, 2013 |
| Coatue Structured Offshore Feeder Fund LP | Private Equity Fund | $1.7B | 41 | Mar 30, 2023 |
| Coatue Kona III Offshore Feeder Fund LP | Private Equity Fund | $1.7B | 70 | Mar 30, 2017 |
| Coatue Smart Transportation Fund I LP | Hedge Fund | $1.7B | 431 | Nov 27, 2020 |
| Coatue Ct 46 LLC | Private Equity Fund | $1.6B | 71 | Mar 27, 2020 |
| Coatue Long Only Partners LP | Hedge Fund | $1.6B | 125 | Aug 28, 2013 |
| Coatue Growth Fund V-B LP | Private Equity Fund | $1.5B | 273 | Mar 29, 2024 |
| Coatue Opportunity Fund I LPno longer reported | Private Equity Fund | $1.5B | 730 | Mar 27, 2020 |
| Coatue Early Stage Fund LP | Venture Capital Fund | $1.4B | 156 | Mar 29, 2019 |
| Coatue Growth IV Offshore Feeder Fund LP | Private Equity Fund | $1.3B | 215 | Mar 27, 2020 |
| Coatue Opportunity Offshore Fund I Ltd.no longer reported | Private Equity Fund | $1.1B | 300 | Mar 27, 2020 |
| Coatue Long Only Offshore Fund, Ltd. | Hedge Fund | $863M | 131 | Mar 28, 2014 |
| Coatue Sc V LP | Private Equity Fund | $749M | 1 | May 13, 2022 |
| Coatue Quant Master Fund LPno longer reported | Hedge Fund | $712M | 77 | May 23, 2019 |
| Coatue Asia Fund LP | Hedge Fund | $685M | 133 | Feb 16, 2022 |
| Coatue Ct Xxx LLC | Private Equity Fund | $672M | 20 | Mar 29, 2019 |
| Coatue Ct 76 LLC | Private Equity Fund | $659M | 189 | Mar 29, 2021 |
| Coatue Growth V-B Offshore Feeder Fund LP | Private Equity Fund | $647M | 89 | Mar 29, 2024 |
| Exuma Qualified Partners LPno longer reported | Hedge Fund | $641M | 234 | May 28, 2013 |
| Coatue Climate Tech Fund II LP | Hedge Fund | $560M | 337 | May 13, 2022 |
| Coatue Strategic Maple Long Only Fund LP | Hedge Fund | $542M | 2 | May 26, 2023 |
| Coatue Fintech Fund I LP | Hedge Fund | $529M | 628 | Nov 27, 2020 |
| Coatue F1 LP | Hedge Fund | $486M | 2 | May 13, 2022 |
| Coatue Ct Xxxvi LLC | Private Equity Fund | $474M | 44 | Mar 29, 2019 |
| Coatue Ct Xxi LLCno longer reported | Private Equity Fund | $407M | 168 | Mar 29, 2018 |
| Coatue Ventures II LP | Venture Capital Fund | $396M | 244 | Mar 30, 2022 |
| Coatue Smart Transportation Offshore Feeder Fund I LP | Hedge Fund | $371M | 135 | Nov 27, 2020 |
| Coatue Ct 63 LLC | Private Equity Fund | $368M | 15 | Mar 27, 2020 |
| Exuma Offshore Fund Ltdno longer reported | Hedge Fund | $364M | 136 | Mar 28, 2014 |
Owners and control persons
Schedule A and B, latest filing
- Kels Joanna Albright · Co-Chief Operating Officercontrolsince 04/2010 · owns less than 5%
- Vanessa De Simone · Deputy General Counsel, Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- Tyler Brent Duddie · Deputy General Counselcontrolsince 01/2022 · owns less than 5%
- A. Zachary Feingold · Chief Legal Officercontrolsince 04/2014 · owns less than 5%
- P Philippe Laffont · Portfolio Managercontrolsince 12/1999 · owns less than 5%
- Jerome Thomas Laffont · Senior Managing Directorcontrolsince 08/2003 · owns less than 5%
- Jaimin Rangwalla · Senior Managing Directorcontrolsince 01/2014 · owns less than 5%
- Wade Eric Sacks · Chief Financial Officer & Co-Chief Operating Officercontrolsince 11/2024 · owns less than 5%
- Daniel Senft · Senior Managing Directorcontrolsince 06/2012 · owns less than 5%
- Kyle Nathan Urquhart · Presidentcontrolsince 11/2022 · owns less than 5%
- James Matthew Watkins · Chief Regulatory Counselcontrolsince 07/2024 · owns less than 5%
- P Philippe Laffont · Managing Membercontrolsince 01/2017 · owns 75% or more of Coatue Management Partners Gp LLC
- P Philippe Laffont · Limited Partnercontrolsince 01/2017 · owns 75% or more of Coatue Management Partners LP
Entity owners
- Coatue Management Partners LP · Memberdirect · owns 75% or more
- Coatue Management Partners Gp LLC · General Partnerindirect · owns F of Coatue Management Partners LP
Related persons
Schedule D 7.A
- Ck Liquidating Vehicle Gp LLCpooled vehicle sponsorn
- Coatue Asia Fund Gp LLCbankpooled vehicle sponsorn
- Coatue Capital Ci, LPpooled vehicle sponsorn
- Coatue Capital, L.L.C.bankpooled vehicle sponsorn
- Coatue Climate Tech Gp II LLCbankpooled vehicle sponsorn
- Coatue Early Stage Gp LLCbankpooled vehicle sponsorn
- Coatue F1 Gp LLCbankpooled vehicle sponsorn
- Coatue Fintech Gp I LLCbankpooled vehicle sponsorn
- Coatue Growth Fund IV Gp LLCbankpooled vehicle sponsorn
- Coatue Growth Fund V Gp LPbankpooled vehicle sponsorn
- Coatue Growth Fund V-B Gp LPbankpooled vehicle sponsorn
- Coatue Hybrid Gp I LLCpooled vehicle sponsorn
- Coatue Hybrid Offshore Gp I LLCpooled vehicle sponsorn
- Coatue Institutional Fund I Gp LLCbankpooled vehicle sponsorn
- Coatue Kona III Gp LLCbankpooled vehicle sponsorn
- Coatue Long Only Gp LLCbankpooled vehicle sponsorn
- Coatue Private II Gp LLCpooled vehicle sponsorn
- Coatue Sc V Gp LLCpooled vehicle sponsorn
- Coatue Smart Transportation Gp I LLCbankpooled vehicle sponsorn
- Coatue Strategic Maple Long Only Fund Gp LLCbankpooled vehicle sponsorn
- Coatue Structured Fund Gp LLCbankpooled vehicle sponsorn
- Coatue Structured Offshore Fund Sc A Gp LLCpooled vehicle sponsorn
- Coatue Tactical Solutions Ct Fund B Gp LLCpooled vehicle sponsorn
- Coatue Tcc Strategic Gp LLCpooled vehicle sponsorn
- Coatue Ventures Gp II LPbankpooled vehicle sponsorn
- Coatue Ventures Gp III LPbankpooled vehicle sponsorn
- Heron Car Management LLCpooled vehicle sponsorn
- Mainframe Holdings Management LLCpooled vehicle sponsorn
- Pv Internet Holdings Gp LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Menlo Park, CA15 employees
- Santa Monica, CA4 employees
- Hong Kong, China2 employees
What changed
consecutive filings, newest first
- Accounts · 121 to 127Jan 12, 2026 to Mar 30, 2026
- Advisory employees · 63 to 68Jan 12, 2026 to Mar 30, 2026
- Advisory activities · 2 to 3Jan 12, 2026 to Mar 30, 2026
- Pooled vehicle clients · 120 to 125Jan 12, 2026 to Mar 30, 2026
- Assets in custody · $53.3M to $42.8MJan 12, 2026 to Mar 30, 2026
- Employees · 168 to 199Jan 12, 2026 to Mar 30, 2026
- Private funds · 139 to 146Jan 12, 2026 to Mar 30, 2026
- Discretionary RAUM · $70B to $93BJan 12, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $69B to $89BJan 12, 2026 to Mar 30, 2026
- RAUM · $70B to $93BJan 12, 2026 to Mar 30, 2026
- Private funds · 137 to 139Aug 8, 2025 to Nov 20, 2025
- Financial planning clients · unset to Mar 28, 2025 to May 27, 2025
- Accounts · 117 to 121Jan 3, 2025 to Mar 28, 2025
- Advisory employees · 71 to 63Jan 3, 2025 to Mar 28, 2025
- Advisory activities · 1 to 2Jan 3, 2025 to Mar 28, 2025
- Pooled vehicle clients · 117 to 120Jan 3, 2025 to Mar 28, 2025
- Assets in custody · $66.2M to $53.3MJan 3, 2025 to Mar 28, 2025
- Employees · 174 to 168Jan 3, 2025 to Mar 28, 2025
- Private funds · 136 to 137Jan 3, 2025 to Mar 28, 2025
- Discretionary RAUM · $59B to $70BJan 3, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $59B to $69BJan 3, 2025 to Mar 28, 2025
- RAUM · $59B to $70BJan 3, 2025 to Mar 28, 2025
- Private funds · 135 to 136Nov 13, 2024 to Nov 25, 2024
- Private funds · 133 to 135Mar 29, 2024 to May 21, 2024
- Accounts · 93 to 117May 26, 2023 to Mar 29, 2024
- Advisory employees · 67 to 71May 26, 2023 to Mar 29, 2024
- Pooled vehicle clients · 93 to 117May 26, 2023 to Mar 29, 2024
- Assets in custody · $68.1M to $66.2MMay 26, 2023 to Mar 29, 2024
- Employees · 161 to 174May 26, 2023 to Mar 29, 2024
- Other offices · 4 to 3May 26, 2023 to Mar 29, 2024
- Private funds · 116 to 133May 26, 2023 to Mar 29, 2024
- Discretionary RAUM · $48B to $59BMay 26, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $48B to $59BMay 26, 2023 to Mar 29, 2024
- RAUM · $48B to $59BMay 26, 2023 to Mar 29, 2024
- Private funds · 108 to 116Mar 30, 2023 to May 26, 2023
- Discretionary RAUM · $50B to $48BMar 30, 2023 to May 26, 2023
- Pooled vehicle RAUM · $50B to $48BMar 30, 2023 to May 26, 2023
- RAUM · $50B to $48BMar 30, 2023 to May 26, 2023
- Accounts · 74 to 93May 13, 2022 to Mar 30, 2023
- Advisory employees · 65 to 67May 13, 2022 to Mar 30, 2023
Signals
23 dated events
- Coatue Management, L.L.C. reported RAUM $92.7B, up 33% from $69.5B (2026-01-12 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Kels Joanna Albright (Co-Chief Operating Officer) appeared on Schedule A of Coatue Management, L.L.C.Nov 13, 2024 · Control person joined · fact
- Wade Eric Sacks (Chief Financial Officer & Co-Chief Operating Officer) appeared on Schedule A of Coatue Management, L.L.C.Nov 13, 2024 · Control person joined · fact
- Tyler Brent Duddie (Deputy General Counsel) appeared on Schedule A of Coatue Management, L.L.C.Nov 13, 2024 · Control person joined · fact
- James Matthew Watkins (Chief Regulatory Counsel) appeared on Schedule A of Coatue Management, L.L.C.Nov 13, 2024 · Control person joined · fact
- James David Alba (Senior Controller, Public Market Funds) no longer on Schedule A of Coatue Management, L.L.C. (listed 2024-05-21, absent 2024-11-13)Nov 13, 2024 · Control person left · inference
- Jeffrey Ryan Howald (Senior Controller, Management Co And Private Equity Funds) no longer on Schedule A of Coatue Management, L.L.C. (listed 2024-05-21, absent 2024-11-13)Nov 13, 2024 · Control person left · inference
- Grant Michael Zonghetti (Senior Controller, Tactical Solutions) no longer on Schedule A of Coatue Management, L.L.C. (listed 2024-05-21, absent 2024-11-13)Nov 13, 2024 · Control person left · inference
- Louis Daniel Rose (Senior Managing Director) no longer on Schedule A of Coatue Management, L.L.C. (listed 2023-05-26, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Grant Michael Zonghetti (Senior Controller, Tactical Solutions) appeared on Schedule A of Coatue Management, L.L.C.Mar 29, 2024 · Control person joined · fact
- Coatue Management, L.L.C. reported RAUM $50.5B, down 31% from $73.3B (2022-05-13 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Vijay Rahul Kishore (Senior Managing Director) no longer on Schedule A of Coatue Management, L.L.C. (listed 2022-05-13, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Coatue Management, L.L.C. reported RAUM $72.1B, up 48% from $48.6B (2022-02-16 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Vanessa De Simone (Deptuy General Counsel, Chief Compliance Officer) appeared on Schedule A of Coatue Management, L.L.C.Mar 30, 2022 · Control person joined · fact
- Kay Colleen Lynch (General Counsel, Chief Compliance Officer) no longer on Schedule A of Coatue Management, L.L.C. (listed 2022-02-16, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Coatue Management, L.L.C. reported RAUM $47.1B, up 83% from $25.8B (2021-01-29 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- James David Alba (Controller, Public Market Funds) appeared on Schedule A of Coatue Management, L.L.C.Jan 29, 2021 · Control person joined · fact
- Jeffrey Ryan Howald (Controller, Management Co And Private Equity Funds) appeared on Schedule A of Coatue Management, L.L.C.Jan 29, 2021 · Control person joined · fact
- Vijay Rahul Kishore (Senior Managing Director) appeared on Schedule A of Coatue Management, L.L.C.Jan 29, 2021 · Control person joined · fact
- Ryan Jason Schwartz (Chief Financial Officer) no longer on Schedule A of Coatue Management, L.L.C. (listed 2020-11-27, absent 2021-01-29)Jan 29, 2021 · Control person left · inference
- Louis Daniel Rose (Senior Managing Director) appeared on Schedule A of Coatue Management, L.L.C.Mar 27, 2020 · Control person joined · fact
- Xiaotong Zhou (Senior Managing Director) no longer on Schedule A of Coatue Management, L.L.C. (listed 2019-05-23, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- Coatue Management, L.L.C. reported RAUM $20.9B, up 52% from $13.8B (2017-09-26 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Coatue Management · Family Officesshared crd · office
- Coatue Management, L.L.C. · Independent Sponsorsshared crd · capital_provider
- Coatue Management, L.L.C. · Private Equityshared crd · organization
- Coatue Management, L.L.C. · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/coatuereportedpublic record, Form ADV, Sep 18, 2026
- Website
- threads.com/@coatuemgmtreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-715-5100reportedpublic record, Form ADV, Jul 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026