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
Adage Capital Management, L.P.
Latest filing Mar 25, 2026
First filing on the tape Feb 1, 2012 · 19 filings
SEC status approved since Feb 17, 2012
RAUM
$70B
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
62
42 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$70B as of Mar 25, 2026
Mar 8, 2013$29B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 8, 20130 then
Employees (5.A)62 as of Mar 25, 2026
Mar 8, 201350 then
Private funds1 as of Mar 25, 2026
Mar 8, 20131 then
RAUM +17% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
- $70BderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%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 pooled vehiclesreportedItem 5.G
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$70B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Adage Capital Partners, L.P. | Hedge Fund | $52B | 300 | Feb 1, 2012 |
Owners and control persons
Schedule A and B, latest filing
- George Robert Atchinson · Managing Director, Limited Partnercontrolsince 07/2001 · owns 10% to 25%
- Anthony James Bardinelli · Chief Financial Officer, Limited Partnercontrolsince 01/2010 · owns less than 5%
- Thomas Phillip Gross · Managing Director, Limited Partnercontrolsince 07/2001 · owns 25% to 50%
- Joseph Daniel Lehan · Chief Operating Officer And Chief Compliance Officer, Limited Partnercontrolsince 07/2001 · owns 5% to 10%
- George Robert Atchinson · Membercontrolsince 07/2001 · owns 50% to 75% of Adage Capital Advisors, LLC
- Thomas Phillip Gross · Membercontrolsince 07/2001 · owns 50% to 75% of Adage Capital Advisors, LLC
- Joseph Michael Grealish · Equity Analyst, Limited Partnersince 12/2016 · owns 10% to 25%
- Jay Kurt Hiler · Equity Analyst, Limited Partnersince 07/2001 · owns 5% to 10%
Entity owners
- Adage Capital Advisors, LLC · Member Of Adage Capital Partners Gp, L.L.C.direct · owns 75% or more
- Adage Capital Partners, L.L.C. · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Adage Capital Partners Gp, L.L.C.bankpooled vehicle sponsorn
- Adage Capital Services (Relying Adviser)investment advisery
Offices
Schedule D 1.F, the 25 largest
- Englewood Cliffs, NJ2 employees
What changed
consecutive filings, newest first
- Advisory employees · 39 to 42Mar 25, 2025 to Mar 25, 2026
- Employees · 58 to 62Mar 25, 2025 to Mar 25, 2026
- Discretionary RAUM · $60B to $70BMar 25, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $60B to $70BMar 25, 2025 to Mar 25, 2026
- RAUM · $60B to $70BMar 25, 2025 to Mar 25, 2026
- Advisory employees · 35 to 39Sep 25, 2024 to Mar 25, 2025
- Employees · 54 to 58Sep 25, 2024 to Mar 25, 2025
- Financial planning clients · unset to Sep 25, 2024 to Mar 25, 2025
- Discretionary RAUM · $52B to $60BSep 25, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $52B to $60BSep 25, 2024 to Mar 25, 2025
- RAUM · $52B to $60BSep 25, 2024 to Mar 25, 2025
- Advisory employees · 36 to 35Mar 28, 2023 to Mar 27, 2024
- Employees · 53 to 54Mar 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $45B to $52BMar 28, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $45B to $52BMar 28, 2023 to Mar 27, 2024
- RAUM · $45B to $52BMar 28, 2023 to Mar 27, 2024
- Advisory employees · 41 to 36Mar 25, 2022 to Mar 28, 2023
- Employees · 54 to 53Mar 25, 2022 to Mar 28, 2023
- Other offices · 2 to 1Mar 25, 2022 to Mar 28, 2023
- Discretionary RAUM · $58B to $45BMar 25, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $58B to $45BMar 25, 2022 to Mar 28, 2023
- RAUM · $58B to $45BMar 25, 2022 to Mar 28, 2023
- Advisory employees · 42 to 41Mar 22, 2021 to Mar 25, 2022
- Employees · 55 to 54Mar 22, 2021 to Mar 25, 2022
- Discretionary RAUM · $50B to $58BMar 22, 2021 to Mar 25, 2022
- Pooled vehicle RAUM · $50B to $58BMar 22, 2021 to Mar 25, 2022
- RAUM · $50B to $58BMar 22, 2021 to Mar 25, 2022
- Advisory employees · 41 to 42Mar 11, 2020 to Mar 22, 2021
- Employees · 54 to 55Mar 11, 2020 to Mar 22, 2021
- Discretionary RAUM · $45B to $50BMar 11, 2020 to Mar 22, 2021
- Pooled vehicle RAUM · $45B to $50BMar 11, 2020 to Mar 22, 2021
- RAUM · $45B to $50BMar 11, 2020 to Mar 22, 2021
- Advisory employees · 40 to 41Mar 14, 2019 to Mar 11, 2020
- Discretionary RAUM · $42B to $45BMar 14, 2019 to Mar 11, 2020
- Pooled vehicle RAUM · $42B to $45BMar 14, 2019 to Mar 11, 2020
- RAUM · $42B to $45BMar 14, 2019 to Mar 11, 2020
- Advisory employees · 39 to 40May 24, 2018 to Mar 14, 2019
- Employees · 51 to 54May 24, 2018 to Mar 14, 2019
- Discretionary RAUM · $49B to $42BMay 24, 2018 to Mar 14, 2019
- Pooled vehicle RAUM · $49B to $42BMay 24, 2018 to Mar 14, 2019
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- ADAGECAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-867-2800reportedpublic record, Form ADV, Mar 25, 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