QIC

RIASEC Registered
Total AUM
$7.8B
Discretionary
$3B
38% of AUM
Avg account
$371M
Accounts
21
Employees
28
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
161705
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

QIC is organized as a corporation that functions primarily as a fund sponsor and manager for institutional clients. The firm is classified as a private equity fund and other fund provider rather than an external capital allocator, and it performs duties typical of a pooled-vehicle manager — including portfolio management for pooled investment vehicles and for businesses or institutions, and the selection of other advisers. QIC is also active on ESG matters and is registered with the SEC (registered in 2012). Its fee mix includes asset-based fees and performance-based fees. QIC has business activity listed as a CPO/CTA and is associated with roles such as sponsor, general partner, or managing member of pooled investment vehicles. Its ownership profile indicates domestic entity and individual owners; its primary client base is institutional.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
12 E 49th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth