# GEODE CAPITAL MANAGEMENT LP

GEODE CAPITAL MANAGEMENT LP of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 132365
- Type: SEC-registered investment adviser
- SEC file number: 801-63478
- Location: 100 SUMMER ST, 12TH FLOOR, BOSTON, MA, 02110
- Phone: 1-800-777-6757
- Latest filing: 2021-03-31
- Regulatory AUM: $207.8M
- Discretionary AUM: $207.8M
- Clients: 102
- Accounts: 9

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| [EVEN MICHAEL NMN](https://search.stillhousedata.com/person/728903) | DIRECTOR | — |
| [MCKENZIE CHARLES LLOYD](https://search.stillhousedata.com/person/731671) | DIRECTOR | — |
| [ROBERTS GARY J](https://search.stillhousedata.com/person/736272) | DIRECTOR | — |
| [ROITER ERIC DANIEL](https://search.stillhousedata.com/person/740773) | DIRECTOR | — |
| [BULLEN PHILIP LINDSEY](https://search.stillhousedata.com/person/740794) | DIRECTOR | — |
| [MILLER KENNETH STEWART](https://search.stillhousedata.com/person/749314) | CHIEF FINANCIAL OFFICER AND TREASURER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/INTERIM CHIEF FINANCIAL OFFICER | — |
| [LORING WILLIAM CALEB](https://search.stillhousedata.com/person/750406) | DIRECTOR | — |
| [LAWRENCE ROBERT ANTHONY](https://search.stillhousedata.com/person/756576) | DIRECTOR | — |
| [GERVIS ROBERT M](https://search.stillhousedata.com/person/756578) | DIRECTOR | — |
| [HILTON TIMOTHY T](https://search.stillhousedata.com/person/756586) | DIRECTOR | — |
| [REMONDI JOHN J](https://search.stillhousedata.com/person/756587) | DIRECTOR | — |
| [YOST GEORGE J](https://search.stillhousedata.com/person/756591) | DIRECTOR | — |
| [PEROLD JACQUES PIERRE](https://search.stillhousedata.com/person/759120) | PRESIDENT | — |
| [FRANCKE ALBERT](https://search.stillhousedata.com/person/759121) | DIRECTOR | — |
| [LAMPERT LISA JILL](https://search.stillhousedata.com/person/759122) | CHIEF LEGAL OFFICER; CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [CORLEY NOLLY ELISABETH](https://search.stillhousedata.com/person/759123) | TRUSTEE | — |
| [CIARDI JOSEPH LOUIS](https://search.stillhousedata.com/person/759386) | CHIEF COMPLIANCE OFFICER | — |
| [MCDEVITT CHARLES B](https://search.stillhousedata.com/person/760389) | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [HINES EDWARD F](https://search.stillhousedata.com/person/760390) | TRUSTEE | — |
| [LAGARCE JEFFERY PAUL](https://search.stillhousedata.com/person/762044) | DIRECTOR | — |
| [SPRAGUE BRADFORD MICHAEL](https://search.stillhousedata.com/person/763232) | DIRECTOR | — |
| [HARRIS JEFF TODD](https://search.stillhousedata.com/person/769535) | DIRECTOR | — |
| [MORRISON CHARLES S MI ONLY](https://search.stillhousedata.com/person/776274) | DIRECTOR | — |
| [DONOVAN WALTER PHILLIP](https://search.stillhousedata.com/person/787071) | CHIEF COMPLIANCE OFFICER | — |
| [LEFKOWITZ STEVEN LAURENCE](https://search.stillhousedata.com/person/787072) | CHIEF FINANCIAL OFFICER AND TREASURER | — |


## Private funds (8)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| GEODE DIVERSIFIED FUND, A SEGREGATED ACCOUNT OF GEODE CAPITAL MASTER FUND LTD | Hedge Fund | — | 2 | $183.2M | — |
| GEODE MULTI ASSET PREMIA FUND A SEGREGATED ACCOUNT OF GEODE CAPITAL MASTER FUND LTD | Hedge Fund | — | 1 | $7.4M | — |
| GEODE DIVERSIFIED FUND, A SERIES OF GEODE CAPITAL PARTNERS LP | Hedge Fund | — | 1 | $5.7M | $5.0M |
| GEODE GLOBAL DYNAMIC MARKET NEUTRAL FUND, A SEGREGATED ACCOUNT OF GEODE CAPITAL MASTER FUND LTD. | Hedge Fund | — | 7 | $4.9M | — |
| GEODE DIVERSIFIED FUND, A SEGREGATED ACCOUNT OF GEODE CAPITAL OFFSHORE FUND LTD. | Hedge Fund | — | 0 | $4.9M | $5.0M |
| GEODE GLOBAL DYNAMIC MARKET NEUTRAL FUND, A SEGREGATED ACCOUNT OF GEODE CAPITAL OFFSHORE FUND LTD | Hedge Fund | — | 0 | $1.4M | $5.0M |
| GEODE GLOBAL DYNAMIC MARKET NEUTRAL FUND - A SERIES OF GEODE CAPITAL PARTNERS LP | Hedge Fund | — | 7 | $128K | $5.0M |
| GEODE MULTI ASSET PREMIA FUND A SERIES OF GEODE CAPITAL PARTNERS LP | Hedge Fund | — | 1 | $104K | $5.0M |


## Fund service providers (4)

- administrator: CONYERS MANAGEMENT (BERMUDA) LIMITED — 5 funds
- administrator: MORGAN STANLEY FUND SERVICES (CAYMAN) LTD — 4 funds
- administrator: MORGAN STANLEY FUND SERVICES USA LLC — 3 funds
- administrator: MORGAN STANLEY FUND SERVICES (CAYMAN) LTD.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132365/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132365/similar
- Related entities: https://search.stillhousedata.com/firm/132365/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132365

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.