Richmond Quantitative Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288625
- Registered since
- November 13, 2024
- Website
- www.richmondquant.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Investment Companies51.93%
- HNWI36.58%
- Individuals7.48%
- Pooled Investment Vehicles4.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Richmond Quantitative Advisors, LLC is an independent RIA that runs quantitative-driven strategies with an emphasis on traded equities and pooled vehicles. The firm provides portfolio management and financial planning to both high-net-worth individuals and institutional clients. It offers a mix of fee models — asset-based fees, hourly and fixed-fee engagements, and performance-based arrangements — which supports both discretionary model management and bespoke advisory relationships. The adviser appears oriented toward liquid, systematic exposure to equity markets, while also sponsoring and managing pooled investment vehicles. Richmond Quantitative Advisors is not positioned as a capital allocator; instead it builds and operates strategies internally and through affiliated pooled funds. The firm is not an active ESG investor and, per its registration, began SEC registration in 2024 as an owner-operated LLC.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2
Andrew Holpe
Managing DirectorCRD 6008064

John Ellison
Managing DirectorCRD 5925086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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