Lab Quantitative Strategies, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$522M
Accounts
3
Employees
23
Advisory reps
4

Firm details

Headquarters
Denver, Colorado
CRD number
312409
Registered since
February 26, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lab Quantitative Strategies, LLC is an SEC-registered hedge fund manager that began registration in 2021 and operates as a limited liability company owned by a mix of a domestic entity and an individual. The firm targets institutional clients and focuses on managing pooled investment vehicles, acting in roles that include sponsor, general partner, and managing member. It also serves in commodity-related capacities, operating as a CPO/CTA for its strategies. Fee arrangements combine asset-based management fees with performance-based compensation. Lab Quantitative Strategies is not positioned as an ESG-focused manager and does not report multi-state adviser status or pension consulting services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Kevin Bush

    Kevin Bush

    General Counsel and Chief Compliance OfficerCRD 6061020

  • Trent May

    Trent May

    Chief Investment OfficerCRD 1511580

  • Lesa Carpinello

    Lesa Carpinello

    Chief Operating OfficerCRD 1282079

Contacts

1 of 1
  • William Small

    William Small

    Managing DirectorCRD 5019652

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1401 Lawrence St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth