Quinn Opportunity Partners LLC (New York)

Name: Quinn Opportunity Partners LLC
Address: 5 Columbus Circle 11 Th Floor, New York, NY, 10019
Telephone: 917.770.2705

Quinn Opportunity Partners LLC is a large advisory firm based in New York. It manages $579.4 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2015.

Quinn Opportunity Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quinn Opportunity Partners: assets under management

The assets under management (AUM) of Quinn Opportunity Partners LLC is $579.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 153% since the beginning of its operation, and $342.16 million of the total AUM is attributable to clients outside of the United States.

The firm manages $579.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82.77 million each.

Quinn Opportunity Partners has custody of $368.5 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quinn Opportunity Partners 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.

What kind of clients Quinn Opportunity Partners serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Quinn Opportunity Partners is pooled investment vehicles with 4 clients and $368.5 million of assets under management. Among the 7 most similar advisory firms, Quinn Opportunity Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $579.4 million for 7 clients. 14% of the firm’s clients are foreign persons or businesses.

Quinn Opportunity Partners also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $500,000.

Careers at Quinn Opportunity Partners LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Farley Quinn	Managing member; chief compliance officer	1 Mar 2011	75% - 100%	xxx-xx-xxxx
Salem Leinbach Griffin	Chief of operations and finance	1 Feb 2018	Other	5443896

Based in New York

The principal office where Quinn Opportunity Partners LLC performs its advisory services is located at 5 Columbus Circle 11 Th Floor, New York, NY 10019, 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 917.770.2705 or by fax NO FACSIMILE NUMBER. The normal business hours are 8:30 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at quinnopportunitypartners.com.