QUANTBOT TECHNOLOGIES, LP
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
FINTRXOverview
Quantbot Technologies, LP is a limited partnership that operates as a hedge fund manager and commodity pool operator/commodity trading advisor (CPO/CTA). Registered with the SEC in 2014, the firm primarily serves institutional clients and manages pooled investment vehicles. Its business model emphasizes performance‑based fee arrangements rather than asset‑based advisory fees. Quantbot is not positioned as a capital allocator and does not self-identify as an active ESG investor or a multi‑state adviser.
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
3 of 3PAUL WHITE
CEO and Co-FounderCRD 4409003
THOMAS CRIMI
Chief Technology OfficerCRD 5506045
ASHAR MAHBOOB
Co Founder and Chief Investment OfficerCRD 4194014
Contacts
2 of 2DEBRA WISDOM-SPIELFOGEL
General Counsel & CCOCRD 5272757
MICHAEL LISAK
Co-Founder and PartnerCRD 4262632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$59.5M in ETFs
100%
$59.2M
<1%
$238K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $3.9M | 15,613 | 6.51% |
Location
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
Similar firms
AVISTA HEALTHCARE PARTNERS
RIANew York, NY
CORTEC GROUP MANAGEMENT SERVICES, LLC
RIANew York, NY
SOUTHPOINT CAPITAL ADVISORS LP
RIANew York, NY
LADENBURG THALMANN ASSET MANAGEMENT INC
RIANew York, NY
BC PARTNERS ADVISORS L.P.
RIANew York, NY
LEEDS EQUITY PARTNERS
RIANew York, NY