AQS Asset Management, L.L.C.
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 131544
- Registered since
- May 18, 2004
- Website
- www.aqsllc.com
- Custodians
- NORTHWEST BANK, KEY BANK
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
AQS Asset Management, L.L.C. is an institutional registered investment adviser that has been SEC-registered since 2004 and is organized as a limited liability company. The firm is owned privately (individual ownership) and serves institutional clients, providing portfolio management explicitly for businesses and other institutions. Its billing model is a percentage-of-assets-under-management fee. AQS does not present itself as an ESG-focused investor and is not registered as a multi-state adviser or as a pension consultant. The firm was included in CNBC’s Top 100 Financial Advisory Firms list in 2019.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds65%
- Other21%
- US Government Bonds6%
- State & Local Bonds4%
- Non-Investment Grade Corp Bonds3%
Contacts
2 of 2
Byron White
Financial AdvisorCRD 2261424
John White
Managing DirectorCRD 1484726
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 5806 Mesa Dr
- Time zone
- CT (UTC-6)
- Office locations
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