Investment adviser · CRD 111298

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

BOSTON, MA, United States · Form ADV filed May 27, 2025

Regulatory AUM
$254B
Form ADV · Item 5.F
Client accounts
157
Accounts, not individual clients
Employees
494
Reported in this filing
Advisory professionals
99
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$127B$254BFY 2021: $186,545,975,184.00FY 2021FY 2022: $171,377,041,357.00FY 2022FY 2023: $216,586,078,465.00FY 2023FY 2024: $253,551,000,000.00FY 2024

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$186,545,975,184365Mar 30, 2022
2022$171,377,041,357415Mar 30, 2023
2023$216,586,078,465459Mar 28, 2024
2024$253,551,000,000494Mar 28, 2025

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles88$171,802,000,00067.8%
Government entities28$46,815,760,34118.5%
Retirement plans26$19,146,327,3757.6%
Sovereign wealth & foreign institutionsFewer than 5$6,288,249,3442.5%
Other clientsFewer than 5$3,673,109,8941.4%
Investment companies4$3,533,457,7421.4%
Insurance companiesFewer than 5$1,629,944,6210.6%
CharitiesFewer than 5$662,080,3180.3%
Filing source

Form ADV 1990264 · May 27, 2025 · Item 5.D

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

38 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

ARROWSTREET ACWI ALPHA EXTENSION FUND III (CAYMAN) LIMITEDHedge Fund$1.42BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC. CAMANA BAY, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG LTD. GRAND CAYMAN, Cayman Islands Other funds reporting this name →
Custodian BNP PARIBAS PARIS, France Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED DUBLIN, Ireland Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian BOFA SECURITIES, INC. NEW YORK CITY, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1655

BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED
LEI 549300KUN9K9K32C6D97

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

Fund details & source
Fund ID
805-7905838510
Reported beneficial owners
5
Minimum commitment
$100K
Form D file number
021-291724

Form ADV 1990264 · May 27, 2025 · Schedule D 7.B.(1)

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

ARROWSTREET INVESTMENT TRUST - ARROWSTREET INTERNATIONAL EQUITY ACWI EX US ALPHA EXTENSION TRUST FUNDHedge Fund$1.3BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian BNP PARIBAS PARIS, France Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED DUBLIN, Ireland Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian BOFA SECURITIES, INC. NEW YORK CITY, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED
LEI 549300KUN9K9K32C6D97

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

Fund details & source
Fund ID
805-9890034064
Reported beneficial owners
2
Minimum commitment
$100K
Form D file number
021-265531

Form ADV 1990264 · May 27, 2025 · Schedule D 7.B.(1)

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

ARROWSTREET INTERNATIONAL EQUITY - EAFE ALPHA EXTENSION FUND, A SUB-FUND OF ARROWSTREET US GROUP TRUSTHedge Fund$1.29BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian BNP PARIBAS PARIS, France Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED DUBLIN, Ireland Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian BOFA SECURITIES, INC. NEW YORK CITY, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED
LEI 549300KUN9K9K32C6D97

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

Fund details & source
Fund ID
805-3863533715
Reported beneficial owners
5
Minimum commitment
$100K
Form D file number
021-245434

Form ADV 1990264 · May 27, 2025 · Schedule D 7.B.(1)

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

ARROWSTREET US SMALL CAP EQUITY ALPHA EXTENSION TRUST FUND, A SUB-FUND OF THE ARROWSTREET INVESTMENT TRUSTHedge Fund$1.1BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian BNP PARIBAS PARIS, France Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED DUBLIN, Ireland Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian BOFA SECURITIES, INC. NEW YORK CITY, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED
LEI 549300KUN9K9K32C6D97

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

Fund details & source
Fund ID
805-1456084666
Reported beneficial owners
21
Minimum commitment
$100K
Form D file number
021-320494

Form ADV 1990264 · May 27, 2025 · Schedule D 7.B.(1)

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

ARROWSTREET ACWI REDUCED CARBON ALPHA EXTENSION TRUST FUNDHedge Fund$1.05BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian BNP PARIBAS PARIS, France Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED DUBLIN, Ireland Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED
LEI 549300KUN9K9K32C6D97

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

Fund details & source
Fund ID
805-2278608385
Reported beneficial owners
9
Minimum commitment
$100K
Form D file number
021-404408

Form ADV 1990264 · May 27, 2025 · Schedule D 7.B.(1)

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

ARROWSTREET (DELAWARE) L/S FUND L.P.Hedge Fund$905MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG LTD. BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian BNP PARIBAS PARIS, France Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED DUBLIN, Ireland Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK CITY, New York, United States Related to adviser: No Other funds reporting this name →
Custodian BOFA SECURITIES, INC. NEW YORK CITY, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LTD.
PCAOB 42

BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED
LEI 549300KUN9K9K32C6D97

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

Fund details & source
Fund ID
805-5131524525
Reported beneficial owners
2
Minimum commitment
$100K
Form D file number
021-493127

Form ADV 1990264 · May 27, 2025 · Schedule D 7.B.(1)

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

ARROWSTREET CAPITAL ESG GLOBAL EQUITY LONG/SHORT FUND LIMITEDHedge Fund · Master$809MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC. GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG LTD. GRAND CAYMAN, Cayman Islands Other funds reporting this name →
Custodian BNP PARIBAS PARIS, France Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED DUBLIN, Ireland Related to adviser: No Other funds reporting this name →
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK CITY, New York, United States Related to adviser: No Other funds reporting this name →
Custodian BOFA SECURITIES, INC. NEW YORK CITY, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1655

BNP PARIBAS PRIME BROKERAGE INTERNATIONAL, LIMITED
LEI 549300KUN9K9K32C6D97

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

Fund details & source
Fund ID
805-8945086561
Reported beneficial owners
4
Minimum commitment
$100K
Form D file number
021-340753

Form ADV 1990264 · May 27, 2025 · Schedule D 7.B.(1)

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 28, 2025 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 1990264 · May 27, 2025 · Items 1 & 5

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$254B
Non-discretionary
$0

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

200 CLARENDON STREET, 30TH FLOOR
BOSTON, MA, 02116, United States

CRD 111298

Filing source

Form ADV 1990264 · May 27, 2025 · Items 1 & 5

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.