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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| QP Global Family Offices LLC
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|---|---|
| CRD # | 294879 |
| SEC # | 801-112913 |
| CIK # | |
| AUM | $964.0 M (2025-03-31) |
| Employees | 9 (56% Investors, 11% Brokers) |
| Phone | 646-828-8883 |
| Address | 115 East Putnam Avenue Greenwich, CT 06830 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 857.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 107.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 243 | 964.0 |
| By Discretionary | ||
| Discretionary | 1 | 1.0 |
| Non-Discretionary | 242 | 963.0 |
| Total | 243 | 964.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 128.2 | |
| United States Persons | 835.8 | |
| Total | 243 | 964.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Progressive Investment Management Corporation
✚
|
OR | 0.7 |
|
Your Advocates Ltd LLP
✚
|
TX | 0.4 |
|
Heritage Oak Wealth Advisors LLC
✚
|
FL | 0.3 |
|
Bison Capital Advisors LLC
✚
|
OK | 0.2 |
|
Prestige Wealthwide LLC
✚
|
UT | 0.2 |
|
Viden Arbor Capital LLC
✚
|
0.2 | |
|
The Stone Creek Group LLC
✚
|
CO | 0.2 |
|
Chung Wu Investment Group LLC
✚
|
TX | 0.1 |
|
V Delima Investments Inc
✚
|
0.1 | |
|
Sagent Wealth Management
✚
|
CA | 0.1 |