Quad Investment Management Corp.

RIASEC Registered

Total AUM

$2.6B

Discretionary

$2.6B

98% of AUM

Avg account

$35M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Seoul Yeongdeungpogu,
CRD number: 331606
Registered since: November 21, 2025
Website: www.quadim.com
Custodians: CITI PRIVATE BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Sovereign Wealth Funds61.01%
Pooled Investment Vehicles32.69%
Corporations / Businesses3.72%
Other Investment Advisers2.38%
HNWI0.2%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quad Investment Management Corp. is a corporation that provides discretionary portfolio management to high-net-worth individuals, families and institutional clients. The firm is registered with the SEC (registered in 2025) and combines a percentage-of-AUM fee model with arrangements that include performance-based fees. Its advisory services cover separately managed accounts, pooled investment vehicles, and portfolio management for businesses and institutions. The firm does not identify as an active ESG investor.