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 SEC-registered limited liability company that has provided portfolio management primarily to institutional clients since 2004. The firm operates on a percentage-of-AUM fee model and offers discretionary portfolio management for businesses and institutional investors. AQS is owner-operated (individual ownership) and describes itself as focused on traditional advisory activity rather than acting as a capital allocator or pension consultant. It does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 2BYRON 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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