Qief Management, LLC (Quatre Bornes)

Qief 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 also engages as markets advisory services of an affiliate.

Qief Management: assets under management

The assets under management (AUM) of Qief Management, LLC is $210.07 million. The firm's AUM has gone down by -63% since the beginning of its operation, and $210.07 million of the total AUM is attributable to clients outside of the United States.

The firm manages $191.45 million in discretionary accounts and $18.62 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.72 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.31 million.

Qief Management has custody of $191.44 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Qief Management, LLC 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.

What kind of clients William Geoffrey Stein serves?

The only and largest group of clients of William Geoffrey Stein is pooled investment vehicles with 4 clients and $210.07 million of assets under management. Among the 12 most similar advisory firms, Qief Management has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $210.07 million for 4 clients. 100% of the firm’s clients are foreign persons or businesses.

Qief Management also advises several private funds. Namely, two other private funds.

Careers at Qief Management, LLC

The company employs 8 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people 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.

William Geoffrey Stein has been acting as President since 1 Oct 2006. Chirag Bipin Mehta joined the executive team most recently as the Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 10 indirect owners.

Based in Quatre Bornes

The principal office where Qief Management, LLC performs its advisory services is located at 118, St Jean Road,, Quatre Bornes, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 230 466 9795 or by fax 230 466 9949. The normal business hours are 8.30 a.m-5 p.m. on Monday - Friday. You can find more information about the New York firm at qindiafund.com.

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