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 a privately held hedge fund adviser formed in 2017 that serves institutional clients. Structured as an LLC with individual ownership, the firm bills fees as a percentage of assets under management and focuses on portfolio management for investment companies, pooled investment vehicles and institutional/business clients. Qtron identifies itself as an active ESG investor and also operates in sponsor and general partner roles for pooled vehicles, indicating it both advises and directly structures alternative investment vehicles.
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
$18.4M in ETFs
100%
$18.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INDIA ETF (INDA) | BlackRock | Passive | India Equity | $18.4M | 373,096 | 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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