Strategic Advisers LLC has submitted its latest 13F-NT filing, reporting its holdings for the period ending September 30, 2026. This filing is significant as it showcases the company's commitment to regulatory compliance and transparency in its investment management practices.
Background
Strategic Advisers LLC, based in Boston, Massachusetts, is an investment management firm. The company operates under the Central Index Key (CIK) 0001026420. The firm has a history of filing various forms with the SEC, including its most recent submissions of 13F-NT and 40-APP/A.
What the Filing Says
The filing, dated November 10, 2026, indicates that it is a 13F Notice, which is a requirement for investment managers to disclose their holdings. The filing reflects a reporting period that ended on September 30, 2026.
Impact
This filing may affect stakeholders within the investment management sector, particularly those interested in the holdings and strategies of Strategic Advisers LLC. The firm is also associated with FMR LLC, which is mentioned in the filing as another manager.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-NT filing was submitted on November 10, 2026, and is categorized under the SEC Act of 1934. The filing number associated with this submission is 028-05421, and it is part of a public document count of one.
Company Information
Strategic Advisers LLC is incorporated in Massachusetts and has an Employer Identification Number (EIN) of 042654524. The firm's fiscal year ends on December 31, which is relevant for understanding its financial reporting cycle.
Signature and Compliance
The filing was signed by Stephanie J. Brown, who holds the position of Chief Compliance Officer at Fidelity Management & Research Co. This indicates a strong compliance oversight within the firm, ensuring adherence to regulatory requirements.
Contact Information
The business address for Strategic Advisers LLC is 155 Seaport Blvd, Boston, MA 02210, with a contact phone number of 617-563-7840. This information is essential for stakeholders who may wish to reach out for inquiries or further information regarding the firm's operations.
Other Managers
The filing mentions FMR LLC as another manager associated with Strategic Advisers LLC, indicating a potential collaboration or shared investment strategies between the two firms.
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