Qs Investors, LLC is a large advisory firm based in New York. It manages $19.07 billion of regulatory assets for 127 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Massachusetts, New York, and Texas.
Qs Investors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and non-discretionary advice; model-only portfolios and/or trade recommendations; licensing of commercially available indices. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Qs Investors, LLC is $19.07 billion. The firm's AUM has grown by 18933% since the beginning of its operation, and $967.99 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Qs Investors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, other investment advisers, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Joseph Patrick Larocque is investment companies with 47 clients and $12.25 billion of assets under management. Among the 9 most similar advisory firms, Qs Investors has the 3rd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $18.55 billion for 120 clients. 19% of the firm’s clients are foreign persons or businesses.
Qs Investors also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 75 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Joseph Patrick Larocque has been acting as President since 1 May 2014. Rosemary Macedo has served as the Chief Investment Officer since 1 Mar 2010. Janet Carol Campagna joined the executive team most recently as the Director.
The principal office where Qs Investors, LLC performs its advisory services is located at 880 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-886-9200 or by fax 212-886-9201. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at qsinvestors.com and its LinkedIn profile.