About This Deal

Affiliated Managers Group acquired AQR Capital Management, a transaction completed in November 2004, structured as cash (terms not disclosed). The deal was a Minority-stake investment.

AQR Capital Management operates in Quantitative / hedge funds, is based in Greenwich, Connecticut, USA, had revenue of about $12 billion AUM. AMG acquired an equity interest in AQR Capital Management, the Greenwich, Connecticut quantitative investment manager and hedge fund firm founded in 1998 by Clifford Asness, David Kabiller, Robert Krail and John Liew. At the time AQR managed approximately $12 billion (over $6.5 billion in hedge fund products) across roughly 17 distinct strategies for more than 500 institutional and high-net-worth clients. AQR's management retained the remaining equity and full operating autonomy.

Access to a fast-growing, top-tier quantitative and alternatives franchise, with founders retaining control and alignment through equity ownership.

Deal Terms

Acquirer
Affiliated Managers Group
Target
AQR Capital Management
Value
Not disclosed
Date
November 2004
Type
Minority-stake investment
Status
Ready

Transaction Details

Target HQ
Greenwich, Connecticut, USA
Segment
Quantitative / hedge funds
Structure
Cash (terms not disclosed)
Target revenue
$12 billion AUM
Announced
November 22, 2004
Closed
November 22, 2004

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗ · SEC filing ↗

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