RIA Intel›Advisers›Massachusetts›GEODE CAPITAL MANAGEMENT, LLC

GEODE CAPITAL MANAGEMENT, LLC

Institutional

N·BOSTON, MA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Total AUM
$1.4T
1-Year AUM Growth
+32.3%
3-Year CAGR
+14.1%
Employees
35
Assets Under Management
Total AUM$1.4T
Discretionary AUM$1.4T
Non-Discretionary AUM$0
Discretionary %100%
Total Clients155
Team
Total Employees35
Investment Advisers173
Employee Growth (1Y)+21.4%
Filing History
Total Filings on Record69
First FilingApr 26, 2002
Latest FilingJan 21, 2026
🔒 Full AUM trend chart and 69 historical filings spanning 24+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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