Quantbot Technologies, LP

RIASEC RegisteredEst. 2014

Total AUM

$6.7B

Discretionary

$6.7B

100% of AUM

Avg account

$739M

Accounts

9

Employees

87

Advisory reps

5

Firm details

Headquarters: New York, New York
CRD number: 170824
Registered since: April 10, 2014
Website: www.quantbot.com
Fee structure: Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Quantbot Technologies, LP is a limited partnership organized as a hedge fund and registered with the SEC in 2014. The firm serves institutional clients and provides portfolio management for pooled investment vehicles, operating in roles that include CPO/CTA and sponsor or GP activity for its funds. Its compensation is performance-based, and it does not present itself as a capital allocator to external mandates. Quantbot reports that it is not an active ESG investor and is not organized as a multi-state adviser.

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

Owners & executives

3 of 3

Paul White
CEO and Co-FounderCRD 4409003
Thomas Crimi
Chief Technology OfficerCRD 5506045
Ashar Mahboob
Co Founder and Chief Investment OfficerCRD 4194014

Contacts

2 of 2

Debra Wisdom-spielfogel
General Counsel & CCOCRD 5272757
Michael Lisak
Co-Founder and PartnerCRD 4262632

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 66

Active vs passive

$64.8M in ETFs

Passive

100%

$64.8M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$7.9M	10,526	12.13%

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Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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: New York
Address: 505 5th Ave
Time zone: ET (UTC-5)
Office locations

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