Trexquant Investment Lp

CRD#170476
Investment Advisor Firm

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Overview

Trexquant Investment Lp operates as a financial advisory firm located in Stamford, Connecticut. Trexquant Investment Lp oversees $2.6 billion in total assets across four client accounts, making it one of the largest investment advisory firms in the United States by assets under management (AUM). The company has an average-sized team of 57 employees, fifty of whom are financial advisors. Trexquant Investment Lp is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like equities, bonds and options.

Trexquant Investment Lp oversees all of its accounts in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring client permission. The company's typical account size is $646.8 million. The typical financial advisor at Trexquant Investment Lp administers fewer than one client account, making it one of the most personalized firms in the country.

The firm's central office is located at 300 First Stamford Place, Stamford, Connecticut 6902. Trexquant Investment Lp is allowed to serve customers in the state of Connecticut.

Assets Under Management

$2.6 billion

Number of Advisors

50

Disclosures

No

Office Location

300 First Stamford Place
Stamford, CT 06902

Trexquant Investment Lp by the Numbers

Total Assets Under Management

$2.6 billion

National Average: $3.7 billion
Total Number of Employees

57

National Average: 29
Total Number of Accounts

4

National Average: 2,073
Average Account Size

$646.8 million

National Average: $1.8 million

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Fee Structure

Financial advisory fees typically depend on which services are offered. However, fees charged by the firm can consist of any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It provides services to pooled investment vehicles. Out of its four clients, Trexquant Investment Lp's largest client group is pooled investment vehicles. About 75% of the company's clients are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* 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

Trexquant Investment Lp does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA