Qdc Asset Management, LLC (Washington)


Qdc Asset Management, LLC is a large advisory firm based in Washington. It manages $375.91 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of District of Columbia.

Qdc Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Qdc Asset Management: assets under management

The assets under management (AUM) of Qdc Asset Management, LLC is $375.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $375.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Qdc Asset Management, LLC for their services and products based on a percentage of assets under management 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Rga Shareholder 1 Oct 1999 75% - 100% 52-0788159
Christopher David Gladstone Shareholder 1 Dec 2004 75% - 100% 6027173

Based in Washington

The principal office where Qdc Asset Management, LLC performs its advisory services is located at 1001 G Street Nw, Washington, DC 20001 4545, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-393-1999 or by fax 202-638-5303. The normal business hours are 8 a.m. - 6 p.m. on Monday - Friday.