QP GLOBAL FAMILY OFFICES, LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 294879
- Registered since
- April 23, 2018
- Website
- qp-global.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.31%
- Charitable Organizations10.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
QP Global Family Offices, LLC is an independent registered investment adviser that operates with a family-office focus and acts as a capital allocator for high‑net‑worth individuals, families and select institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of percentage‑of‑AUM and fixed fees. Registered with the SEC since 2018, QP Global structures client relationships across discretionary and non‑discretionary mandates, but the bulk of client assets remain under client control. Investment activity centers on significant allocations to private funds and other alternatives. The firm sources third‑party managers for private equity, hedge fund strategies, private placements, real estate and commodities. Those alternative allocations are central to the firm’s asset allocation approach, used to generate illiquidity premia, diversify public market exposure and provide access to private-market return drivers. QP Global is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds64%
- Cash & Cash Equivalents23%
- US Government Bonds5%
- Public Funds/Mutual Funds2%
- Other2%
Owners & executives
2 of 2PETER PAULEY
CEOCRD 5458699
BRENDAN MACMILLAN
Chief Investment OfficerCRD 2784162
Contacts
2 of 2MICHAEL WARREN
ChairmanCRD 1996002
KARL LOHWATER
Operations PrincipalCRD 2684561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, CT, 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
- FAIRFIELD
- Address
- 115 E Putnam Ave
- Time zone
- ET (UTC-5)
- Office locations
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