AQS MANAGEMENT, LLC

Overview

AQS Management, LLC is a small, equity-focused advisory firm that provides discretionary portfolio management primarily to individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and operates under an LLC structure formed for advisory purposes in 2022. Its regulatory profile and business activity classification point to a boutique practice that concentrates on managing listed equity exposures while also offering access to third-party alternative managers when appropriate. The firm is not an active ESG investor and does not operate as a multi-state adviser. Its stated business activities include serving as an “other financial product salesperson” alongside direct portfolio management, which suggests a mix of fee-based advisory work and the ability to introduce clients to additional financial products or external managers where suitable.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices