Investment adviser · CRD 104555

STRATEGIC ADVISERS LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $1.37T
Client accounts: 2,973,512
Employees: 17,112
Advisory professionals: 17,112

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	15	$589,436,237,564	43.0%
High-net-worth individuals	736,141	$396,748,794,313	29.0%
Individuals	1,654,834	$164,636,156,091	12.0%
Retirement plans	10,164	$161,528,146,440	11.8%
Charities	12	$49,771,773,876	3.6%
Government entities	92	$7,349,816,620	0.5%
Corporations & businesses	505	$646,240,274	0.0%
Other clients	Fewer than 5	$8,160,033	0.0%

Filing source

Form ADV 2060852 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PANDANUS PARTNERS, L.P.Other Private Fund · Last reported Jun 28, 2013$2.55BGross asset value

Fund administrator BEACON TRUST COMPANY RENO, Nevada, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian BANK OF AMERICA, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian BROWN BROTHERS HARRIMAN & CO. BOSTON, Massachusetts, United States Related to adviser: No

Custodian J.P. MORGAN CHASE & CO. NEWARK, Delaware, United States Related to adviser: No

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: Yes

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

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

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source

Fund ID: 805-9498981325
Reported beneficial owners: 0
Minimum commitment: $0

Form ADV 744817 · Jun 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ABEL ADVISORS LLCOther Private Fund · Last reported Jun 28, 2013$435MGross asset value

Fund administrator BEACON TRUST COMPANY RENO, Nevada, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source

Fund ID: 805-5109357848
Reported beneficial owners: 0
Minimum commitment: $0

Form ADV 744817 · Jun 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LEBA CAPITAL LIMITEDOther Private Fund · Last reported Jun 28, 2013$119MGross asset value

Fund administrator BEACON TRUST COMPANY RENO, Nevada, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLC DUBLIN, Ireland

Custodian PICTET & CIE GENEVA, Switzerland Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-5742193442
Reported beneficial owners: 0
Minimum commitment: $0

Form ADV 744817 · Jun 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROSBY GROWTH AND INCOME FUND, LLCOther Private Fund · Last reported Jun 28, 2013$51.4MGross asset value

Fund administrator BEACON TRUST COMPANY RENO, Nevada, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Fund administrator FIDELITY SERVICE COMPANY, INC. BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source

Fund ID: 805-3889789445
Reported beneficial owners: 51
Minimum commitment: $0
Form D file number: 021-55147

Form ADV 744817 · Jun 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROSBY INSTITUTIONAL INVESTMENT FUND LLCOther Private Fund · Last reported Jun 28, 2013$45.6MGross asset value

Fund administrator BEACON TRUST COMPANY RENO, Nevada, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Fund administrator FIDELITY SERVICE COMPANY, INC. BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source

Fund ID: 805-4206483853
Reported beneficial owners: 9
Minimum commitment: $0
Form D file number: 021-18118

Form ADV 744817 · Jun 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ANURA LLCOther Private Fund · Last reported Jun 28, 2013$32.8MGross asset value

Fund administrator BEACON TRUST COMPANY RENO, Nevada, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source

Fund ID: 805-2753548087
Reported beneficial owners: 0
Minimum commitment: $0

Form ADV 744817 · Jun 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STRATEGIC ADVISERS ALTERNATIVES FUND CAYMAN LTD.Hedge Fund · Last reported Nov 21, 2023$11.3MGross asset value

Fund administrator FIDELITY SERVICE COMPANY, INC. BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: Yes

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK & TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

STATE STREET BANK & TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund details & source

Fund ID: 805-8603941720
Reported beneficial owners: 1
Minimum commitment: $0

Form ADV 1801265 · Nov 21, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

155 SEAPORT BLVD
BOSTON, MA, 02210-2698, United States

CRD 104555

Filing source

Form ADV 2060852 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.