QUINN OPPORTUNITY PARTNERS

RIASEC RegisteredEst. 2015
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$373M
Accounts
7
Employees
2
Advisory reps
1

Firm details

Headquarters
CHARLOTTESVILLE, Virginia
CRD number
167470
Registered since
February 18, 2015
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles62.82%
  • Corporations / Businesses37.18%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quinn Opportunity Partners LLC is an SEC-registered hedge fund adviser that began registration in 2015 and operates as an owner-managed limited liability company. It serves institutional clients, acting as a commodity pool operator/commodity trading advisor and as portfolio manager for pooled investment vehicles and for businesses or institutions. The firm charges a mix of fees that includes a percentage of assets under management and performance-based fees and functions in sponsor/GP and managing-member roles for its pooled vehicles. Quinn does not position itself as a multi-state or pension consultant adviser and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Other 1%99%
  • Exchange Traded Equities99%
  • Other1%

Owners & executives

1 of 1
  • SALEM GRIFFIN

    Chief of Operations and FinanceCRD 5443896

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$19.3M in ETFs

Passive

99%

$19.1M

Active

1%

$193K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 20+ YEAR TREASURY BOND ETF (TLT)BlackRockPassiveLong Government$10M115,00051.70%

Location

Primary office

CHARLOTTESVILLE, VA

CHARLOTTESVILLE CITY

Location

CHARLOTTESVILLE, VA

Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.

Region
South
County
CHARLOTTESVILLE CITY
Address
2 Boars Head Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth