Qvidtvm Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$556M
Discretionary
$556M
100% of AUM
Avg account
$111M
Accounts
5
Employees
6
Advisory reps
2

Firm details

Headquarters
The Woodlands, Texas
CRD number
309456
Registered since
April 19, 2021
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Qvidtvm Management LLC is a SEC-registered hedge fund adviser organized as an LLC and registered in 2021. The firm focuses on institutional clients and provides portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member of those vehicles. Compensation is structured with performance-based fees consistent with hedge fund economics. The adviser is a domestic entity/individual-owned firm, does not present itself as a capital allocator, and is not flagged as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • Burak Alici

    Burak Alici

    Chief Executive OfficerCRD 5431557

Contacts

1 of 1
  • Thomas Lynch

    Thomas Lynch

    PresidentCRD 4510969

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

The Woodlands, TX

Montgomery

Location

The Woodlands, TX

Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Montgomery
Address
2170 Buckthorne Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth