Quadratic Capital Management LLC

RIASEC RegisteredEst. 2015

Total AUM

$508M

Discretionary

$508M

100% of AUM

Avg account

$254M

Accounts

2

Employees

4

Advisory reps

2

Firm details

Headquarters: Greenwich, Connecticut
CRD number: 172768
Registered since: August 20, 2015
Website: www.ivoletf.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Quadratic Capital Management LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its disclosed business activities include acting as a CPO/CTA and providing portfolio management for investment companies, indicating involvement with pooled investment vehicles and advisory roles for registered funds. Quadratic does not describe itself as an active ESG investor and does not report pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Glenn Christal
Chief Operating OfficerCRD 1740410
Nancy Smith
Managing Partner and Chief Investment OfficerCRD 3218528

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$250M in ETFs

Passive

100%

$250M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US TIPS ETF (SCHP)	Schwab	Passive	Inflation Protected Bond	$213M	8,053,035	85.31%

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Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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: Fairfield
Address: 39 Lewis St
Time zone: ET (UTC-5)
Office locations

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