Quantbot Technologies, LP (New York)

Name: Quantbot Technologies, LP
Address: 369 Lexington Avenue, New York, NY, 10017
Telephone: 212-922-9624

Quantbot Technologies, LP is a large advisory firm based in New York. It manages $1.71 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.

Quantbot Technologies provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quantbot Technologies: assets under management

The assets under management (AUM) of Quantbot Technologies, LP is $1.71 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 137% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.71 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.23 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Quantbot Technologies, LP for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Paul Edward White serves?

The only and largest group of clients of Paul Edward White is pooled investment vehicles with 8 clients and $1.71 billion of assets under management. Among the 9 most similar advisory firms, Quantbot Technologies has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.71 billion for 8 clients. 29% of the firm’s clients are foreign persons or businesses.

Quantbot Technologies also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Quantbot Technologies, LP

The company employs 44 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Paul Edward White has been acting as President since 1 Mar 2009. Ashar Mahboob has served as the Chief Investment Officer since 1 Mar 2009 and Michael Botlo is the Chief Executive Officer of Quantbot Technologies, LP family office. Debra Marie Wisdom joined the executive team most recently as the Cco, General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Botlo	Chief executive officer	1 Mar 2009	25% - 50%	2749258
Michael Lisak	Partner	1 Mar 2009	Other	4262632
Ashar Mahboob	Chief investment officer	1 Mar 2009	25% - 50%	4194014
Paul Edward White	President	1 Mar 2009	25% - 50%	4409003
Llc Quantbot Technologies Gp	General partner	1 Dec 2013	Other	80-0962812
Debra Marie Wisdom	Cco, general counsel	1 Jan 2015	Other	5272757
Debra Marie Wisdom Spielfogel	Cco, general counsel	1 Jan 2015	Other	5272757

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Botlo	Managing member	1 Dec 2013	25% - 50%	2749258
Ashar Mahboob	Member	1 Dec 2013	25% - 50%	4194014
Paul Edward White	Member	1 Dec 2013	25% - 50%	4409003

Based in New York

The principal office where Quantbot Technologies, LP performs its advisory services is located at 369 Lexington Avenue, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in New Orleans, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-922-9624 or by fax 212-922-9564. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at quantbot.com/.