Quantitative Management Associates LLC is a large advisory firm based in Newark. It manages $108.82 billion of regulatory assets for 245 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Quantitative Management Associates provides portfolio management for investment companies, 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.
The assets under management (AUM) of Quantitative Management Associates LLC is $108.82 billion. The firm's AUM has grown by 158% since the beginning of its operation, and $3.94 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Quantitative Management Associates LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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.
The firm provides services to insurance companies, investment companies, charitable organizations, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Quantitative Management Associates is investment companies with 13 clients and $74.77 billion of assets under management. Among the 10 most similar advisory firms, Quantitative Management Associates has the 3rd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $108.82 billion for 120 clients. 11% of the firm’s clients are foreign persons or businesses.
Quantitative Management Associates also advises several private funds. Namely, one hedge fund and two other private funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 174 people that are either part- or full-time employees. 34 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 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 receive compensation from other entities for client referrals.
The principal office where Quantitative Management Associates LLC performs its advisory services is located at Gateway Center 2, Newark, NJ 07102, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-367-4653 or by fax 973-802-8025. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at qmassociates.com.