Quantitative Investment Management, LLC

RIASEC RegisteredEst. 2011
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$835M
Accounts
2
Employees
39
Advisory reps
6

Firm details

Headquarters
Charlottesville, Virginia
CRD number
156869
Registered since
July 27, 2011
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Quantitative Investment Management, LLC is a privately owned hedge fund formed as an LLC and SEC-registered since 2011. The firm serves institutional clients and is organized to manage pooled investment vehicles; its documented activities include acting as a commodity pool operator or commodity trading advisor and providing portfolio management for pooled vehicles. Compensation is performance-based. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

3 of 3
  • Jaffray Woodriff

    Jaffray Woodriff

    CEOCRD 2241855

  • Molly Dunnington

    Chief Financial OfficerCRD 5904410

  • Jason Cockerill

    Chief Operating OfficerCRD 2739350

Contacts

3 of 3
  • Greyson Williams

    Founder and Managing MemberCRD 5904407

  • Michael Geismar

    Michael Geismar

    PresidentCRD 4420615

  • Jonathan Bryan

    Jonathan Bryan

    General CounselCRD 6545366

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 40

Active vs passive

$456M in ETFs

Passive

99%

$449M

Active

1%

$6.4M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV)State StreetPassiveHealth$40.4M254,5188.86%

Location

Primary office

Charlottesville, VA

Charlottesville City

Location

Charlottesville, VA

Headquartered in Charlottesville, VA, in the South of the United States.

Region
South
County
Charlottesville City
Address
240 W Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth