Ing Pilgrim Quantitative Management, Inc. (Scottsdale)

Ing Pilgrim Quantitative Management, Inc. is a pension cosultant based in Scottsdale. It manages $16.21 million of regulatory assets for 16,214,275 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, New Jersey, New York, North Carolina, and Texas.

Ing Pilgrim Quantitative Management provides portfolio management for individuals and small businesses and 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.

Ing Pilgrim Quantitative Management: assets under management

The assets under management (AUM) of Ing Pilgrim Quantitative Management, Inc. is $16.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ing Pilgrim Quantitative Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ing Pilgrim Quantitative Management, Inc.

James Michael Hennessy has been acting as President since 1 Jul 2000. Thomas Joseph Mcinerney joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frank Anthony Peluso	President and ceo	1 Dec 1986	25% - 50%	359615
James Michael Hennessy	Director	1 Jul 2000	Other	2622478
Michael John Roland	Senior vp, treasurer and cfo	1 Jul 2000	Other	1854848
Lauren Dove Bensinger	Vice president	1 Jul 2000	Other	2003567
Inc. Ing Pilgrim Group	Owner	1 Jul 2000	50% - 75%	95-4516047
Llc Ing Funds Services	Owner	1 Jul 2000	50% - 75%	95-4516047
Richard Ralph Crowl	Director	1 Jan 2001	Other	1740363
Mary Lisanti	Evp,chief investment officer(domestic)	1 May 2001	Other	872690
Stanley David Vyner	Evp,chief investment officer	1 May 2001	Other	2831846
Thomas Joseph Mcinerney	Director	1 Jan 2002	Other	2400561

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ing Verzekeringen Nv	Shareholder	1 Sep 1998	75% - 100%	00-0000000
Nv Ing Groep	Shareholder	1 Sep 1998	75% - 100%	00-0000000
Ing Pilgrim Capital Corporation	Shareholder	1 Jul 2000	75% - 100%	06-1389975
Reliastar Financial Corporation	Shareholder	1 Jul 2000	75% - 100%	41-1620373
Llc Ing Capital Corporation	Shareholder	1 Jul 2000	75% - 100%	06-1389975
Inc. Ing America Insurance Holdings	Shareholder	1 Sep 2000	75% - 100%	02-0333654
Ing Insurance International Bv	Shareholder	1 Sep 2000	75% - 100%	00-0000000

Based in Scottsdale

The principal office where Ing Pilgrim Quantitative Management, Inc. performs its advisory services is located at 7337 E. Doubletree Ranch Road, Scottsdale, AZ 85258, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (480)477-3000 or by fax (480) 477-2087. The normal business hours are 7a.m. to 4p.m. on Monday - Friday.