AQI

Overview

AQI is a newly formed limited liability company that registered with the SEC in 2026 and presents itself as a capital allocator. The firm charges a percentage-of-AUM fee and focuses on providing portfolio management services to businesses and institutional clients. AQI also identifies selection of other advisers and delivery of educational seminars or workshops among its activities, which suggests a model that blends direct portfolio oversight with manager selection and investor education. AQI is organized as a domestic entity with individual ownership and lists industry ties to other investment advisers and accounting professionals. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Its regulatory filing classifies the firm as unclassified and notes that it is newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices