The CITADEL INVESTMENT ADVISORY is a privately held investment adviser that advises $5.02Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. CITADEL INVESTMENT ADVISORY is a Public/Private Fund Assets increased by 210.42% over the last 5-years.
The Group has been registered with the SEC for 8.43 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at PO BOX 900, CHESTERLAND, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $5.02Bn in assets advised are owned by 6 private funds, 15 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $2.9Bn or 57.77% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.84Bn or 36.69% of Total Assets.
The Group's top investment strategies include Multi Strat, FI/Credit - Diverse and Long/Short Equity, representing 56.06%, 22.05% and 21.89% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 6 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 5 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
CITADEL INVESTMENT ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.