FQI Capital Management LLC

Overview

FQI Capital Management LLC is a small, privately owned advisory firm that manages discretionary portfolios for individuals, families and institutions. The firm runs fee-based strategies that include percentage-of-AUM, fixed-fee and performance-fee arrangements, and it focuses on portfolio management for both personal and business/institutional clients. Investment activity shows a clear preference for public pooled vehicles—primarily mutual funds—augmented by corporate fixed-income positions and allocations to third-party alternative managers. FQI does not describe itself as an active ESG investor. Operationally, the firm uses custodial and brokerage platforms that support both pooled-product investing and more active trading, which aligns with a blended approach: core exposures through mutual funds and targeted sleeves using corporate debt and third-party alternative funds. The presence of performance-based fees and allocations to hedge funds suggests FQI employs at least one sleeve designed for manager-driven, outcome-oriented strategies rather than purely passive indexing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices