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QP Consulting LLC
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CRD # | 129601 |
SEC # | 801-78910 |
CIK # | |
AUM | $419.1 MM (2024-01-16) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 301-326-1521 |
Address | 6930 Carroll Avenue Takoma Park, MD 20912 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 16 | 8.6 |
(b) Individuals (high net worth individuals) | 25 | 53.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 31 | 337.6 |
(h) Charitable organizations | 0 | 0.8 |
(i) State or municipal government entities | 0 | 18.6 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 74 | 419.1 |
By Discretionary | ||
Discretionary | 43 | 66.4 |
Non-Discretionary | 31 | 352.7 |
Total | 74 | 419.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 419.1 | |
Total | 74 | 419.1 |
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Grey Rock Asset Management LLC
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Chapin Davis Inc
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