Quantbot Technologies, LP

RIASEC Registered
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
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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 67

Active vs passive

$65M in ETFs

Passive

100%

$65M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$7.9M10,52612.10%

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth