QUONA CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2015
Total AUM
$1B
Discretionary
$546M
52% of AUM
Avg account
$105M
Accounts
10
Employees
27
Advisory reps
3

Firm details

Headquarters
Washington, District of Columbia
CRD number
277131
Registered since
August 7, 2015
Website
quona.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.76%
  • Corporations / Businesses0.24%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quona Capital Management LLC is structured as a venture capital–focused investment manager that runs pooled vehicles for institutional clients. Registered in 2015 as an LLC, the firm primarily serves institutional investors and acts as an adviser, sponsor and managing member to pooled investment vehicles. Its reported business activity centers on portfolio management for pooled vehicles and for businesses or institutions, with a clear orientation toward equity and venture exposure rather than broad retail SMA activity. Investment preferences skew toward venture-style equity allocations delivered through closed-end pooled funds. The firm is not positioned as an ESG-focused allocator, and it does not describe itself as a multi-state adviser. Quona’s fee model combines AUM-based fees with performance-based compensation typical of venture fund sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • DAVID MATHEWSON

    Partner, COOCRD 3080985

Contacts

2 of 2
  • VENKATESHWARAN RENGASWAMY

    Founder & Managing PartnerCRD 6450765

  • JOHAN BOSINI

    PartnerCRD 7041806

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1900 K St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth