QIC

RIASEC RegisteredEst. 2012
Total AUM
$7.5B
Discretionary
$2.9B
38% of AUM
Avg account
$358M
Accounts
21
Employees
30
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
161705
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

QIC is a corporate investment firm that operates primarily for institutional clients. It is SEC-registered (since 2012) and categorized as a private equity fund and other fund provider. The firm performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and acts as sponsor, general partner or managing member of pooled vehicles while also selecting third‑party advisers. Its revenue model combines asset‑based fees and performance fees. QIC identifies itself as an active ESG investor and is organized under domestic ownership with individual ownership interest as well.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • CLAIRE BLAKE

    Chief Financial and Operating OfficerCRD 6025714

Contacts

3 of 5
  • Julie Castignetti

    Head of Institutional SalesCRD 4381236

  • NICHOLAS RIVA

    PrincipalCRD 5939659

  • WING YIP

    DirectorCRD 8141330

Unlock 2 more contacts

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
12 E 49th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth