QVT Financial LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 156508
- Registered since
- February 21, 2012
- Website
- qvt.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
QVT Financial LP is a U.S.-organized limited partnership that operates as a hedge fund and alternative fund provider focused on institutional clients. The firm functions as a commodity pool operator/commodity trading adviser and manages pooled investment vehicles directly, also serving as sponsor or general partner on vehicles it runs. Compensation includes both asset-based fees and performance-linked fees. QVT does not identify as an ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Daniel Gold
Chief Executive OfficerCRD 2105569
Margaret Eisner
Partner & Chief Compliance OfficerCRD 6332048
Victor Kaiser-Pendergrast
Chief Operating Officer & PartnerCRD 7719474
Contacts
3 of 4
Arthur Chu
Managing MemberCRD 2942482
Tracy Fu
Managing MemberCRD 2569643
Nicholas Brumm
Managing MemberCRD 4200971
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$240M in ETFs
95%
$228M
5%
$12M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $71.6M | 95,837 | 29.79% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 888 7th Ave
- Time zone
- ET (UTC-5)
- Office locations
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