Qtron Investments LLC
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
FINTRXOverview
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
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
- Exchange Traded Equities98%
- Public Funds/Mutual Funds2%
Owners & executives
1 of 1Aida Samarzija
Chief Compliance OfficerCRD 1666538
Contacts
2 of 2
Hsiaoping Hua
Co-FounderCRD 3075837
Dmitri Kantsyrev
FounderCRD 6736814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$18.5M in ETFs
100%
$18.5M
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% |
Location
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
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