# ADAGE CAPITAL MANAGEMENT, L.P.

ADAGE CAPITAL MANAGEMENT, L.P. of BOSTON, MA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 160679
- Type: SEC-registered investment adviser
- SEC file number: 801-73131
- Location: 200 CLARENDON STREET, 52ND FLOOR, BOSTON, MA, 02116
- Phone: 617-867-2800
- Latest filing: 2026-03-25
- Regulatory AUM: $70.4B
- Discretionary AUM: $70.4B
- Clients: 62
- Accounts: 1

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Robert George Atchinson | MANAGING DIRECTOR, LIMITED PARTNER; MEMBER | — |
| Phillip Thomas Gross | MANAGING DIRECTOR, LIMITED PARTNER; MEMBER | — |
| Kurt Jay Hiler | EQUITY ANALYST, LIMITED PARTNER | — |
| Daniel Joseph Lehan | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | — |
| James Anthony Bardinelli | CHIEF FINANCIAL OFFICER, LIMITED PARTNER | — |
| Michael Joseph Grealish | EQUITY ANALYST, LIMITED PARTNER | — |
| LEHAN DANIEL | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| ATCHINSON ROBERT GEORGE | MANAGING DIRECTOR; MANAGING DIRECTOR, LIMITED PARTNER; MANAGING MEMBER OF ADAGE CAPITAL SERVICES LLC (+1 more) | — |
| GROSS PHILLIP THOMAS | MANAGING DIRECTOR; MANAGING DIRECTOR, LIMITED PARTNER; MANAGING MEMBER OF ADAGE CAPITAL SERVICES LLC (+1 more) | — |
| HILER KURT JAY | EQUITY ANALYST; EQUITY ANALYST, LIMITED PARTNER | — |
| LEHAN DANIEL JOSEPH | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | — |
| MAGEE MATTHEW DAVID | EQUITY ANALYST; EQUITY ANALYST, LIMITED PARTNER | — |
| MACDOUGALL DONALD COLAN | EQUITY ANALYST; EQUITY ANALYST, LIMITED PARTNER | — |
| BARDINELLI JAMES ANTHONY | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, LIMITED PARTNER | — |
| SIMON SHELDON NORMAN | EQUITY ANALYST | — |
| LEHAN DANIEL J | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | — |
| GREALISH MICHAEL JOSEPH | EQUITY ANALYST, LIMITED PARTNER | — |
| MARTIN DEMOND THOMAS | EQUITY ANALYST, LIMITED PARTNER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-09-25 | regulatory | IN AUGUST 2024, THE SECURITIES AND EXCHANGE COMMISSION ALLEGED THAT ADAGE CAPITAL MANAGEMENT, L.P. ("ACM") FAILED TO MAKE ON A TIMELY BASIS CERTAIN FILINGS UNDER SECTION 13 AND SECTION 16 OF THE SECURITIES EXCHANGE ACT OF 1934, WITH RESPECT TO HOLDINGS OF ADAGE CAPITAL PARTNERS, L.P., A PRIVATE FUND… | Final | $200K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160679/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160679/similar
- Related entities: https://search.stillhousedata.com/firm/160679/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160679

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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.
