QRG CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 305277
- Registered since
- February 18, 2020
- Website
- www.envestnet.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals54.86%
- HNWI37.07%
- Corporations / Businesses6.54%
- Charitable Organizations1.43%
- Other0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
QRG Capital Management, Inc. is an SEC-registered corporate investment adviser (registered in 2020) that manages portfolios for both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and provides portfolio management services for individual/small business accounts and for business or institutional accounts. Public filings indicate QRG has an equity-first preference and that it self-identifies as an active ESG investor. The firm’s activities extend beyond advisory work: filings list roles and affiliations that include broker‑dealer relationships, other investment adviser activities, commodity pool operator/CTA involvement, insurance company ties, and sponsorship or general partner roles in pooled investment vehicles. Ownership is noted as a domestic entity with individual ownership components.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities83%
- State & Local Bonds8%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5CHRISTOPHER TODD
Chief Executive OfficerCRD 2275948
BRANDON THOMAS
CIOCRD 2071577
SHELLY O'BRIEN
Chief Legal OfficerCRD 4520223
Contacts
3 of 3KATHRYN EVANS
Senior Vice PresidentCRD 2788543
JANIS ZVINGELIS
SVPCRD 5158206
DAVID HEIN
Principal & DirectorCRD 3223202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 171Active vs passive
$342M in ETFs
94%
$323M
3%
$19.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $53.1M | 177,515 | 15.51% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 222 N La Salle St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
LASALLE INVESTMENT MANAGEMENT
RIACHICAGO, IL
PT ASSET MANAGEMENT, LLC
RIACHICAGO, IL
CURI CAPITAL, LLC
RIACHICAGO, IL
EVERGREEN INVESTMENT ADVISORS
RIACHICAGO, IL
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
RIACHICAGO, IL
FIRST TRUST CAPITAL MANAGEMENT L.P.
RIACHICAGO, IL