Integrated Quantitative Investments LLC

RIASEC RegisteredEst. 2023

Total AUM

$845M

Discretionary

$845M

100% of AUM

Avg account

$44.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Bellevue, Washington
CRD number: 310106
Registered since: August 24, 2023
Website: integratedquant.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, FIRST HORIZON, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: State / Municipal Government99.53%
Corporations / Businesses0.38%
HNWI0.08%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Integrated Quantitative Investments LLC is a privately owned limited liability company that operates as an institutional registered investment adviser. The firm was registered with the SEC in 2023 and provides portfolio management services to both individual/family clients and institutional/business clients. Services are delivered on a fee model tied to assets under management. The adviser is not positioned as a capital allocator; instead it manages portfolios directly and reports being an active ESG investor, indicating environmental, social or governance factors are part of its investment process.