QVT Financial LP

RIASEC RegisteredEst. 2012
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$255M
Accounts
7
Employees
31
Advisory reps
7

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

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

3 of 3
  • Daniel Gold

    Daniel Gold

    Chief Executive OfficerCRD 2105569

  • Victor Kaiser-Pendergrast

    Victor Kaiser-Pendergrast

    Chief Operating Officer & PartnerCRD 7719474

  • Margaret Eisner

    Margaret Eisner

    Partner & Chief Compliance OfficerCRD 6332048

Contacts

3 of 4
  • Michael Gat

    Michael Gat

    Partner, General CounselCRD 2774446

  • Nicholas Brumm

    Nicholas Brumm

    Managing MemberCRD 4200971

  • Arthur Chu

    Arthur Chu

    Managing MemberCRD 2942482

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$120M in ETFs

Passive

95%

$114M

Active

5%

$6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$71.6M95,83759.57%
Unlock additional holdings →

Location

Primary office

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

Similar firms

Governors Lane LP

RIA

New York, NY

AUM $1.8BTEAM 20REPS 4

Metropolitan Partners Group Management, LLC

RIA

New York, NY

AUM $1.8BTEAM 51REPS 3

EOS Real Estate Investors LLC

RIA

New York, NY

AUM $1.8BTEAM 26REPS 4

Aquarian Holdings Management LLC

RIA

New York, NY

AUM $1.8BTEAM 64REPS 5

Andalusian Private Capital, LP

RIA

New York, NY

AUM $1.8BTEAM 12REPS 3

Altfest Personal Wealth Management

RIA

New York, NY

AUM $1.8BTEAM 42REPS 20
More RIAs in New York →All New York RIAs →