QVR ADVISORS

RIASEC RegisteredEst. 2017
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$126M
Accounts
9
Employees
7
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
288357
Registered since
August 15, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

QVR Advisors is an SEC-registered hedge fund manager organized as a limited liability company and focused on managing pooled investment vehicles for institutional clients. The firm acts in a capacity consistent with CPO/CTA activities and runs active portfolio management for its funds, combining long equity exposure with hedge fund strategies. Fee arrangements include both a percentage of assets under management and performance-based fees, reflecting a traditional hedge fund compensation structure. Investment posture is equity-heavy at the 13F level, with a concentrated group of high-conviction positions alongside a broader set of smaller holdings. The firm does allocate to third-party hedge fund managers as part of its alternatives mix, and it operates multiple private funds (hedge fund vehicles) rather than serving retail households. QVR Advisors is not characterized as an ESG-focused manager and reports a primarily institutional client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • STEVEN RICHEY

    Co-CIOCRD 3151157

  • Scott Toyama

    Partner, COOCRD 6807707

  • Benjamin Eifert

    Founder & CIOCRD 6823127

Contacts

2 of 2
  • SCOTT MAIDEL

    Partner, Portfolio ManagerCRD 4213458

  • LEON CHEN

    MemberCRD 6829787

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
505 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth