PK Quantitative Investing, LLC

Overview

PK Quantitative Investing, LLC is a small, fee-based advisory boutique that delivers model-driven portfolio management to individuals and small businesses. The firm’s registered activities emphasize portfolio management rather than planning, and its stated approach centers on quantitative methods applied to public investment vehicles. Client relationships are managed on a discretionary basis under a percentage-of-AUM fee arrangement. The ADV indicates the adviser is not an active ESG investor, not positioned as a pension consultant, and is focused on a narrow individual and family client base rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices