QUANTITATIVE PROCESS, LLC

Overview

Quantitative Process, LLC is an SEC‑registered investment adviser formed as a limited liability company and active since 2014. The firm provides portfolio management for individuals and small businesses and serves both individual & family and institutional clients. Its operating model blends discretionary and non‑discretionary mandates, and its fee arrangements include percentage of assets under management, hourly charges and fixed fees. Asset allocation is concentrated in public funds and mutual funds, with separate managed account activity evident in filings. The firm is not positioned as an independent capital allocator; instead it places client capital into third‑party managers when alternative exposure is desired. Quantitative Process, LLC does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices