|
⚲
|
| Quantitative Process LLC
✚
| |
|---|---|
| CRD # | 165699 |
| SEC # | 801-79279 |
| CIK # | |
| AUM | $408.2 MM (2024-03-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 888-253-3292 |
| Address | 10700 Sikes Place Charlotte, NC 28277 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 17.4 |
| (b) Individuals (high net worth individuals) | 46 | 54.8 |
| (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 | 336.0 |
| (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 | 268 | 408.2 |
| By Discretionary | ||
| Discretionary | 5 | 176.8 |
| Non-Discretionary | 263 | 231.4 |
| Total | 268 | 408.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 406.0 | |
| Total | 268 | 408.2 |
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|---|---|---|
|
Soundmark Wealth Management LLC
✚
|
WA | 0.4 |
|
Robert L Bender Inc DBA Robert Bender & Associates
✚
|
CA | 0.4 |
|
Melia Wealth LLC
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|
OK | 0.4 |
|
Stokes Capital Advisors LLC
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|
SC | 0.4 |
|
Wellington Shields & Co LLC
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|
NY | 0.4 |
|
Chico Wealth RIA Inc
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|
CA | 0.4 |
|
Libra Wealth LLC
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|
CA | 0.4 |
|
HFG Wealth Management LLC
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|
TX | 0.4 |
|
Tactive Advisors LLC
✚
|
FL | 0.4 |
|
TTP Investments Inc
✚
|
CA | 0.4 |