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 adviser organized as a limited liability company and first registered in 2017. The firm serves an institutional client base and functions as a commodity pool operator/commodity trading advisor (CPO/CTA), providing portfolio management for pooled investment vehicles. Ownership is held by a combination of a domestic entity and individuals. QVR is not positioned as a capital allocator; it operates its own hedge fund strategies rather than acting primarily as an external allocator. The firm’s fee arrangement combines a percentage of assets under management with performance‑based compensation, reflecting a typical hedge fund economics model. QVR does not identify as an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

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

    Scott Toyama

    Partner, COOCRD 6807707

  • Benjamin Eifert

    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