Institutional
    SEC Registered

    Geode Capital Management, LLC

    Registered investment advisor · Boston, Massachusetts · CRD #115504

    Assets Under Management
    $1.7T
    Client Accounts
    176
    Employees
    194
    CRD Number
    115504
    Registration
    SEC Registered
    Custodian
    Jp Morgan Chase Bank, The Master Trust Bank Of Japan, Ltd., Northern Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Geode Capital Management, LLC

    Geode Capital Management, LLC is a Boston-based systematic asset manager founded in 2001. The firm specializes in core beta exposures across equity, niche asset classes, and multi-asset strategies, focusing on risk-managed and repeatable processes. Originally established by Fidelity Investments, Geode became independent in 2003 and has since grown its assets under management significantly, reaching $1.375 trillion by mid-2024. Geode offers global systematic investment management with a strong e

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Geode Capital Management, LLC

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    Frequently Asked Questions

    What is Geode Capital Management, LLC's AUM?

    Geode Capital Management, LLC reports approximately $1.7T in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Geode Capital Management, LLC headquartered?

    Geode Capital Management, LLC is headquartered in Boston, Massachusetts.

    What is Geode Capital Management, LLC's CRD number?

    Geode Capital Management, LLC's CRD number is 115504. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Geode Capital Management, LLC manage?

    Geode Capital Management, LLC manages approximately 176 client accounts according to its latest SEC filing.

    Is Geode Capital Management, LLC SEC registered?

    Yes, Geode Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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