Quadratic Capital Management LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 172768
- Registered since
- August 20, 2015
- Website
- www.ivoletf.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Quadratic Capital Management LLC is an institutional RIA focused on managing pooled investment vehicles and serving institutional clients. The firm is SEC-registered (initial registration in 2015) and charges fees based on a percentage of assets under management. Its stated business classification includes activity as a CPO/CTA and it provides portfolio management services for investment companies, indicating its operations extend beyond single-account advisory work into managed funds or pooled products. Quadratic does not position itself as an ESG-active investor and reports an institutional client base.
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
Owners & executives
2 of 2Nancy Smith
Managing Partner and Chief Investment OfficerCRD 3218528
Glenn Christal
Chief Operating OfficerCRD 1740410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$184M in ETFs
100%
$184M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US TIPS ETF (SCHP) | Schwab | Passive | Inflation Protected Bond | $175M | 6,960,934 | 94.84% |
Location
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
- 39 Lewis St
- Time zone
- ET (UTC-5)
- Office locations
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