Qp Global Family Offices, LLC
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Overview
Qp Global Family Offices, LLC is a financial advisor company based in Greenwich, Connecticut. The firm manages $1.3 billion in assets under management across 197 accounts, making it one of the largest firms in the United States by assets under management (AUM). The firm has a small group, including 7 financial advisors. Qp Global Family Offices, LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets such as equities, options and bonds.
Qp Global Family Offices, LLC administers some of its client assets on a discretionary basis. Discretionary management signifies that transaction choices for the client's account are made by a portfolio manager without needing the customer's permission. The company also oversees 196 non-discretionary accounts with a total of $1.3 billion in AUM. Qp Global Family Offices, LLC's average account size is $6.8 million. The typical financial advisor at Qp Global Family Offices, LLC manages around 28 client accounts, placing it towards the middle in terms of personalization.
Qp Global Family Offices, LLC's headquarters is at 115 East Putnam Avenue, Greenwich, Connecticut 6830. It is legally allowed to provide services to customers across 3 states, including Connecticut, Florida and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Qp Global Family Offices, LLC by the Numbers
$1.3 billion
11
197
$6.8 million
Products and Services
Qp Global Family Offices, LLC provides multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. In the prior fiscal year, Qp Global Family Offices, LLC provided 11-25 of its accounts with financial planning services. The firm is not engaged in selling products or offering services aside from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically are based on which service is provided. Fees billed by Qp Global Family Offices, LLC likely include the following fee structures: asset-based, fixed or performance-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It caters to high net worth investors, pooled investment vehicles and charitable organizations. Out of its 197 accounts, Qp Global Family Offices, LLC's biggest client group is high net worth investors, although it also manages money for 12 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 63.16%
- Other Individuals - 0%
- Corporations - 5.26%
- Charitable Organizations - 31.58%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Qp Global Family Offices, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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