# GEODE CAPITAL MANAGEMENT, LLC

GEODE CAPITAL MANAGEMENT, LLC is a RIA based in Boston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 2001
- **Assets under management:** Over $100B (Altss estimate)
- **Website:** www.geodecapital.com
- **LinkedIn:** https://www.linkedin.com/company/geode-capital-management

## Regulatory record

- **CRD number:** 115504
- **SEC file number:** 801-61117
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115504

## About

GEODE CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser in Boston, MA, registered since 2002. The firm manages approximately $1.7 trillion in assets. It has 194 employees and 37 investment advisers.

## Sectors

- Index Investing
- Quantitative Strategies
- Passive Management

## People

- Alice Wang — CEO

## Questions

### Who runs investment decisions at Geode Capital Management?

CEO Alice Wang oversees the firm overall. Day-to-day investment decisions are driven by Geode's quantitative research and portfolio management teams, which implement systematic index replication and factor strategies. The firm does not publicize a separate CIO role (per Wall Street Journal, 2023).

### How does Geode Capital Management source deal flow or generate returns?

Geode is not an active stock-picker or venture investor; its returns come from low-cost index replication and factor tilts. The firm uses quantitative models to track benchmarks with high precision, earning fees from institutional mandates. Proprietary deal flow is not part of its model — it operates in the passive management ecosystem.

### What investment strategies does Geode Capital Management specialize in?

Geode focuses on passive and systematic equity strategies: market-cap-weighted index funds, factor-based smart beta (value, momentum, quality, low volatility), ESG-integrated indexes, and custom quantitative mandates. It does not engage in private equity, venture, or hedge fund strategies.

### Which sectors or asset classes does Geode explicitly avoid?

Geode does not invest in private assets, real estate, venture capital, or active long-short equity. Its mandate is limited to public equity indexing and systematic strategies, excluding alternative asset classes and direct deals. All portfolios are publicly traded.

## Related profiles

- [OPR Investment Services](https://altss.com/profile/opr-investment-services-llc)
- [CEF ADVISORS](https://altss.com/profile/cef-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/geode-capital-management-llc

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