QUANTINNO CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2018
Total AUM
$60.9B
Discretionary
$60.9B
100% of AUM
Avg account
$7.4M
Accounts
8,264
Employees
53
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
298733
Registered since
September 28, 2018
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI98.68%
  • Pooled Investment Vehicles1.32%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Quantinno Capital Management LP is a limited partnership that registered with the SEC in 2018 and operates as a hedge fund with CPO/CTA activities. The firm serves both individual/family and institutional clients and provides portfolio management for individuals/small businesses as well as for pooled investment vehicles. It can act as sponsor, general partner or managing member of pooled funds. Compensation is a blend of asset-based fees and performance fees. Quantinno reports a preference for equities and is not identified as an active ESG investor.

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Public Funds/Mutual Funds 1%99%
  • Exchange Traded Equities99%
  • Public Funds/Mutual Funds1%

Owners & executives

3 of 4
  • Hoon Kim

    Founder & Chief Investment OfficerCRD 7009512

  • Paul Giordano

    Chief Technology OfficerCRD 7354521

  • ALBERT KIM

    Co-Chief Investment OfficerCRD 5678633

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Contacts

2 of 2
  • ROSS BOGATCH

    Head of LegalCRD 5217166

  • GLENN SHIRLEY

    Head of Investor RelationsCRD 4841145

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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ETF holdings

1 of 664

Active vs passive

$4.6B in ETFs

Passive

91%

$4.2B

Active

6%

$407M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$511M785,44111.05%

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
66 Hudson Blvd E
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth