|
⚲
|
| Keyboard |
| Quantitative Process LLC
✚
|
|
|---|---|
| CRD # | 165699 |
| SEC # | 801-79279 |
| CIK # | |
| AUM | 502.1 M (2026-02-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-253-3292 |
| Address | 10700 Sikes Place Charlotte, NC 28277 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 22.1 |
| (b) Individuals (high net worth individuals) | 46 | 81.4 |
| (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 | 48 | 398.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 288 | 502.1 |
| By Discretionary | ||
| Discretionary | 8 | 217.4 |
| Non-Discretionary | 280 | 284.8 |
| Total | 288 | 502.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 500.0 | |
| Total | 288 | 502.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HFG Wealth Management LLC
✚
|
TX | 505.6 M |
|
Carl P Sherr & Co LLC
✚
|
MA | 505.4 M |
|
Sage Trading Collective LLC
✚
|
505.0 M | |
|
Boltwood Capital Management
✚
|
CA | 502.5 M |
|
First Washington Corporation
✚
|
WA | 501.2 M |
|
Googins Advisors Inc
✚
|
WI | 501.0 M |
|
Family Financial Solutions Group LLC
✚
|
CO | 500.7 M |
|
Stokes Capital Advisors LLC
✚
|
SC | 499.4 M |
|
EVT Financial Advisors AG
✚
|
498.9 M | |
|
Ruedi Wealth Management Inc
✚
|
IL | 498.0 M |