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 SEC-registered investment adviser organized as an LLC and first registered in 2015. The firm serves institutional clients and charges fees as a percentage of assets under management. Its regulatory filings identify it as operating in commodity-related roles (CPO/CTA) and engaging in portfolio management for investment companies. Ownership is listed as a mix of domestic entity and individual ownership. Filings indicate the firm is not an active ESG investor and does not operate as a multi-state adviser or pension consultant.

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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