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Citadel Reveals$57 Billion in Fund Gains Amid Rare Financial Disclosure

by Team Lumida
February 7, 2025
in Markets
Reading Time: 2 mins read
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Citadel Reveals$57 Billion in Fund Gains Amid Rare Financial Disclosure
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Key Takeaways:

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  • Citadel’s three main funds generated$56.8 billion in gains from 2021 through September 2024
  • Investors netted$30 billion after$7.5 billion in fees and$17 billion in expenses
  • Institutional investors represent 61% of multistrategy funds’ assets, with employee investment at 18%

What Happened?
A bond offering prospectus has provided unprecedented insight into Citadel’s financial performance. The document reveals that the firm’s three largest funds, starting with$23.6 billion in 2021, generated$56.8 billion in gains through September 2024. The Wellington fund, Citadel’s oldest, has achieved a 19.5% gain since its 1990 inception. The disclosure also outlines succession planning for founder Ken Griffin and potential conflicts of interest with Citadel Securities.

Why It Matters?
This rare glimpse into one of the world’s most successful hedge funds provides valuable insights into institutional investment management and profit distribution. The disclosure demonstrates Citadel’s significant market influence and operational efficiency, while highlighting the substantial costs associated with running a premier investment firm. The information about succession planning and conflict management offers crucial transparency for investors and market observers.

What’s Next?
Investors will closely monitor Citadel’s performance following this disclosure, particularly given the recent decline in net income through September 2024. The firm’s management of potential conflicts with Citadel Securities and its succession planning implementation will be key areas of focus. The market will also watch how this level of transparency might influence industry standards for hedge fund disclosure.

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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018