Chicago, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
SpiderRock Advisors, LLC
Multi-team
Firm-wide stats for SpiderRock Advisors, LLC
Clients per advisor
187 Very HighAvg AUM per client
$1,952,484 Very HighHNW client ratio
46% Very HighAbout
SpiderRock Advisors, LLC provides discretionary investment advisory and sub-advisory services to a mix of institutional and individual clients, including other asset managers, registered investment advisers, banks, broker‑dealers, family offices, high‑net‑worth individuals, pension funds, endowments, and private funds through separately managed accounts. The firm offers portfolio overlay and strategy management services that use listed derivatives alongside more traditional securities, and it also provides collateral management and assistance with over‑the‑counter derivatives to advisors and intermediaries.
SRA combines systematic, technical, and rules‑based processes with quantitative and fundamental analysis, operating through proprietary software and real‑time risk monitoring to construct and rebalance option‑based hedges and yield‑enhancing overlays. Its strategies include FLEX Options and tailored overlays such as its SpiderRock Capital Efficient Borrowing (SRCEB) synthetic borrowing package and various hedged equity and index replication models, implemented on a discretionary basis or via sub‑advisory mandates.
The firm is notable for being registered with the Commodity Futures Trading Commission as a commodity trading advisor and for its membership in the National Futures Association, and the brochure discloses an exemption related to CFTC filing for certain qualified eligible persons. SpiderRock is an indirect wholly‑owned subsidiary of BlackRock, which the brochure cites as a source of affiliate arrangements and operational support, and the firm emphasizes working with other investment advisers and pooled vehicles (including private funds and SMA mandates), as well as permitting paired or “layered” options strategies that may be implemented on the same underlying assets.
Based on SpiderRock Advisors, LLC
Expertise
Based on SpiderRock Advisors, LLC
Location
227 West Monroe Street, Suite 4300
Chicago IL 60606
Advisors at this office
15
Advisors at this office
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