GQG PARTNERS

RIASEC RegisteredEst. 2016

Total AUM

$164B

Discretionary

$160B

97% of AUM

Avg account

$25.4M

Accounts

6,445

Employees

227

Advisory reps

6

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 283720
Registered since: April 22, 2016
Website: gqgpartners.com
Custodians: J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies53.42%
Pooled Investment Vehicles29.68%
State / Municipal Government5.51%
Other3.54%
Corporations / Businesses3.08%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GQG Partners is structured as a limited liability company and operates as an SEC-registered hedge fund adviser since 2016. The firm manages portfolios for a mix of individual and family clients as well as institutional investors, offering portfolio management across individual/small-business accounts, investment companies, pooled vehicles and institutional mandates. Its fee model combines a percentage-of-assets arrangement with performance-based fees. GQG reports active ESG investing practices and serves in sponsor and general partner roles for pooled vehicles it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

3 of 4

SALVATORE DIGANGI
Global Chief Compliance OfficerCRD 2315697
TIMOTHY CARVER
Chief Executive OfficerCRD 2638120
RAJIV JAIN
Chairman & Chief Investment OfficerCRD 4348325

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Contacts

2 of 2

Todd LaFountaine
Managing DirectorCRD 6355229
FREDERICK SHERLEY
General CounselCRD 6289786

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 5

Active vs passive

$11.6M in ETFs

Passive

100%

$11.6M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$6.1M	9,385	52.69%

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Primary office

Fort Lauderdale, FL

BROWARD

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: BROWARD
Address: 350 E Las Olas Blvd
Time zone: ET (UTC-5)
Office locations

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