Qtron Investments LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$153M

Accounts

8

Employees

7

Advisory reps

3

Firm details

Headquarters: Boston, Massachusetts
CRD number: 285608
Registered since: September 26, 2017
Website: www.qtroninvestments.com
Custodians: CACEIS BANK, S.A, J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Investment Companies48.55%
State / Municipal Government36%
Pension & Profit Sharing Plans8.94%
Pooled Investment Vehicles6.51%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Qtron Investments LLC is an SEC-registered investment adviser formed in 2017 that operates as a hedge-fund style firm serving institutional clients. The firm provides portfolio management for investment companies, pooled investment vehicles and for businesses or institutions, and it acts as a sponsor/GP/managing member of pooled vehicles. Qtron charges fees as a percentage of assets under management and identifies itself as an active ESG investor, while remaining organized as a limited liability company owned by an individual.

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%
Public Funds/Mutual Funds2%

Owners & executives

1 of 1

Aida Samarzija
Chief Compliance OfficerCRD 1666538

Contacts

2 of 2

Hsiaoping Hua
Co-FounderCRD 3075837
Dmitri Kantsyrev
FounderCRD 6736814

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$18.5M in ETFs

Passive

100%

$18.5M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI INDIA ETF (INDA)	BlackRock	Passive	India Equity	$18.5M	394,235	100.00%

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Suffolk
Address: 200 High St
Time zone: ET (UTC-5)
Office locations

Similar firms

Middleton & Company Inc.

Boston, MA

AUM $1.2BTEAM 16REPS 7

Solel Partners LP

Boston, MA

AUM $1.2BTEAM 10REPS 3

Green Century Capital Management Inc

Boston, MA

AUM $1.3BTEAM 16REPS 7

Brooknoll Advisors LLC

Boston, MA

AUM $1.2BTEAM 1REPS 1

Verdad Advisers, L.P.

Boston, MA

AUM $1.2BTEAM 8REPS 1

Promethos Capital, LLC

Boston, MA

AUM $1.3BTEAM 6REPS 4

More RIAs in Boston →All Massachusetts RIAs →