Acadian Asset Management
advisor22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served72-4 YoYRank #282 of mapped providers
Assets under administration$230.7B0.3%Market share · rank #60
Fees received$25MMedian $123,703/planSum across Schedule C direct + indirect
Net wins YoY-510 won · 15 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Acadian Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Acadian Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Investment management; Investment management fees paid directly by planCode 28 | 63 | $128,212 | |
Custodial (securities); Investment management; Direct payment from the plan; Custodial (other than securities); Investment management fees paid directly by planCode 18 | 2 | $115,407 | |
Investment advisory (plan)Code 27 | 2 | $145,463 | |
Consulting fees; Consulting (pension)Code 17 | 1 | $124,051 | |
Legal; Direct payment from the planCode 29 | 1 | $56,436 | |
Real estate brokerageCode 32 | 1 | $641,364 | |
Investment management fees paid directly by planCode 51 | 1 | $72,048 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of Acadian Asset Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Acadian Asset Management.
| Sponsor | From | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-004 | Strategic Global Advisors | $23.2B |
WELLS FARGO & COMPANYMN · 410449260-001 | Prudential Investment Management | $8.3B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | Wilson McShane Corporation | $4.5B |
THE WILLIAMS COMPANIES, INC.OK · 730569878-001 | Fidelity Employer Services Company | $1.4B |
ADVOCATE AURORA HEALTH, INC.IL · 824184596-003 | Mitchell & Titus, LLP | $966M |
WINDSTREAM SERVICES, LLCAR · 852049794-001 | RVK, Inc. | $438M |
BOARD OF TRUSTEES, EMPLOYER-INDUSTRIAL SHEET METALOR · 510171397-001 | Bjorklund & Montplaisir | $91M |
Plans lost in 2024
Appeared last year under Acadian Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
WESTROCK COMPANYGA · 473335141-027 | JPMorgan Chase | $4.0B |
SIEMENS ENERGY, INC.FL · 133987280-021 | BNY Mellon | $3.5B |
SNAP-ON INCORPORATEDWI · 390622040-001 | NISA Investment Advisors | $986M |
SUMMA HEALTHOH · 341887844-003 | BDO | $768M |
BOARD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATIONCA · 956035386-001 | EMPLOYEE 2 | $337M |
BOARD OF TRUSTEESWI · 390542913-001 | Milliman | $244M |
SNAP-ON INCORPORATEDWI · 390622040-002 | Mercer | $158M |
WHEATLAND TUBE, LLCIL · 231327437-013 | PNC Bank | $81M |
BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUNDLA · 726025640-001 | Inter-Continental Real Estate Corp | $80M |
STAR TRIBUNE MEDIA COMPANY LLCMN · 800481962-001 | SageView | $78M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $501,773 | 10y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $500,836 | 1y | 1 |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $353,814 | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 8y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $4M | 10y | - |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $1M | 10y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $461,903 | 1y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $2M | 10y | - |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $2M | 8y | - |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $889,154 | 10y | - |
Flag exposure
91.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (22)
Raw Schedule C names collapsed into Acadian Asset Management.
- 522 FIFTH AVE 4TH FL
- 55 BROADWAY ASSOCIATES, LLC
- 575 MARKET ST STE 400
- ACADIAN
- ACADIAN ASSET
- ACADIAN ASSET MANAGEMENT
- ACADIAN ASSET MANAGEMENT COMPANY
- ACADIAN ASSET MANAGEMENT HEADQUARTE
- ACADIAN ASSET MANAGEMENT HEADQUATER
- ACADIAN ASSET MANAGEMENT HQ
- ACADIAN ASSET MANAGEMENT INC
- ACADIAN ASSET MANAGEMENT LLC
- ACADIAN ASSET MANAGEMENT, LLC
- ACADIAN ASSET MANAGEMENT,LLC
- ACADIAN ASSET MANAGMENT
- ACADIAN ASSET MANAGMENT LLC
- ACADIAN ASSET MGMT
- ACADIAN ASSET MGMT HEADQUARTERS
- ACADIAN ASSET MGMT LLC
- ACADIAN FUND
- ACADIAN GLOBAL
- ACADIAN GLOBAL MNGT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Acadian Asset Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 1.39% | 7.76% | -6.37 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 2.78% | 1.71% | +1.06 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 1.39% | 1.76% | -0.37 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Acadian Asset Management. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Acadian Asset Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Proskauer Rose LLP | 7 | 9.7% |
| Seyfarth Shaw LLP | 5 | 6.9% |
| Morgan Lewis & Bockius LLP | 4 | 5.6% |
| Neyhart Anderson Flynn & Grosboll | 3 | 4.2% |
| O'Reilly Grosso Gross & Jones PC | 3 | 4.2% |
| Bredhoff & Kaiser PLLC | 2 | 2.8% |
| Cohen Weiss & Simon LLP | 2 | 2.8% |
| Corrente Law Offices | 2 | 2.8% |
| LOCKE LORD LLP | 2 | 2.8% |
| McCracken Stemerman & Holsberry LLP | 2 | 2.8% |