Citadel Investment Group Llc

Read About Hedge Funds

Key Facts

Founded1990
Websitehttp://www.citadel.com
HeadquartersChicago
Other OfficesNew York, San Francisco, London, Tokyo, Hong Kong
Employees1468
AUM$152.7 billion
AUM as ofDecember 5, 2017
StrategiesCredit, Multi Strategy, Relative Value
Clients23

Overview

Citadel Investment Group Llc is a hedge fund based in Chicago with offices in New York, San Francisco, London, Tokyo, Hong Kong. It was founded in 1990 by Kenneth Griffin. They hold $152.7 billion in assets under management as of December 5, 2017. Read their Plain English Brochure. Account for 3% of stock exchange volume http://www.businessweek.com/magazine/content/08_02/b4066030071614.htm?dlbk

13th largest hedge fund in Institutional Investor's 2008 Hedge Fund 100, up from 18th in 2007http://www.iimagazine.com/Rankings/rankingsHeFu100RGlobal08.aspx?LS=EMS204396

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Ceif International Ltd. 0.136 hedge fund 0 86 89.0
Ceif Partners LLC 0.283 hedge fund 0 53 85.0
Citadel Energy Investments Ltd. 1.300 hedge fund 0 4 100.0 Citadel Clearing LLC, Deutsche Bank Ag London Branch, Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citadel Equity Fund Ltd. 15.715 hedge fund 0 4 100.0 Barclays Bank Plc, Barclays Capital Inc., BNP, Citadel Clearing LLC, Citi, Credit Suisse Securities (Europe) Limited, Credit Suisse, Deutsche Bank Ag London Branch, Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, Goldman, JP Morgan, Merrill Lynch International, Merrill, Morgan Stanley, Ubs Ag
Citadel Global Equities Fund LLC 0.435 hedge fund 10,000,000 38 34.0 31.0
Citadel Global Equities Master Fund Ltd. 11.993 hedge fund 0 118 5.0 26.0 Barclays Capital Inc., BNP, Citadel Clearing LLC, Citi, Credit Suisse International, Credit Suisse Securities (Europe) Limited, Credit Suisse, Deutsche Bank Ag London Branch, Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, Goldman, Hsbc Bank Plc, Merrill Lynch International, Merrill, Morgan Stanley
Citadel Global Fixed Income Fund LLC 0.090 hedge fund 10,000,000 7 75.0 21.0
Citadel Global Fixed Income Fund Ltd. 1.786 hedge fund 10,000,000 25 1.0 34.0
Citadel Global Fixed Income Master Fund Ltd. 66.132 hedge fund 0 6 100.0 Barclays Capital Inc., Citi, Deutsche Bank Ag London Branch, Lch.Clearnet Group Ltd, Merrill Lynch International, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Palafox Trading LLC
Citadel Kensington Global Strategies Fund Ltd. 11.908 hedge fund 10,000,000 323 1.0 36.0
Citadel Kensington Shanghai Overseas Investment Fund LP 0.059 hedge fund 10,000,000 2 100.0
Citadel Multi-Strategy Equities Master Fund Ltd. 41.583 hedge fund 0 5 73.0 Barclays Capital Inc., BNP, Citadel Clearing LLC, Citi, Credit Suisse International, Credit Suisse Securities (Europe) Limited, Credit Suisse, Deutsche Bank Ag London Branch, Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, Goldman, Hsbc Bank Plc, Merrill Lynch International, Merrill, Morgan Stanley
Citadel Qfic Master Fund Ltd. 0.646 hedge fund 0 6 100.0 Barclays Bank Plc, Barclays Capital Inc., Citi, Merrill Lynch International, Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citadel Tactical Trading LLC 1.059 hedge fund 100,000 70 71.0 13.0
Citadel Tactical Trading Ltd. 0.565 hedge fund 100,000 27 2.0 33.0
Citadel Treasury International Ltd. 4.024 hedge fund 0 4 100.0 Citi
Citadel Wellington LLC 5.029 hedge fund 10,000,000 249 37.0 28.0
Clp Holdings LLC 3.505 hedge fund 0 1 100.0
Cyprus Investment Fund LLC 0.106 hedge fund 1,000,000 7 1.0 100.0
Cyprus Investment Fund Ltd. 0.700 hedge fund 1,000,000 22 100.0

Historical Performance

2010 Returns
* Up 4% in July bringing YTD to 1%

2009 Returns
* Up 2.6% in February http://www.nypost.com/seven/03042009/business/griffins_funds__phoenix_like__show_gains_157881.htm
* Up 4.7% in Januaryhttp://www.efinancialnews.com/usedition/index/content/1053209549

Down 35% in 2008 as of 10/24/2008http://www.nytimes.com/2008/10/25/business/25hedge.html?partner=permalink&exprod=permalink


Earned 30% in 2007, and over 30% in 2006 http://www.chicagotribune.com/business/chi-fri_citadel_0104jan04,0,4236942.story

Kensington Global Strategies Fund up 31.68% in 2007
Wellington Fund up 34.19% in 2007http://www.iimagazine.com/Rankings/rankingsHeFu100RGlobal08.aspx?src=http://www.iimagazinerankings.com/rankingsHeFu100RGlobal08/Rankings.asp~PageID--2

Key People

NameTitlePositionOwnership
Gerald BeesonChief Financial Officer; Chief Operating Officer; Director Of Citadel (Hong Kong) Limited Owner or OfficerNone
Shawn FaganChief Legal Officer; Director Of Citadel (Hong Kong) Limited Owner or OfficerNone
Andrew FongDirector & Responsible Officer Of Citadel (Hong Kong) Limited; Chief Administrative Officer & General Counsel Of Citadel Asia Owner or OfficerNone
Noah GoldbergChief Compliance Officer; Senior Deputy General Counsel Owner or OfficerNone
Kenneth GriffinChief Executive Officer Owner or OfficerNone
Kenneth GriffinNone Indirect Owner> 75%
Kenneth GriffinNone Indirect Owner> 75%

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