Quantlab Capital Management, LLC

CRD#156239
Investment Advisor Firm

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Overview

Quantlab Capital Management, LLC is a financial advisor firm that has its headquarters in Houston, Texas. Quantlab Capital Management, LLC administers $14.8 million in assets across one customer account. It has a large group, including 15 financial advisors. Quantlab Capital Management, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.

Quantlab Capital Management, LLC manages all of its accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction choices without needing to seek client consent. Quantlab Capital Management, LLC's typical account size is $14.8 million. An average financial advisor at Quantlab Capital Management, LLC administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.

The firm's main office is at 3 Greenway Plaza, Houston, Texas 77046. The company is allowed to provide services to clients in the state of Texas.

Assets Under Management

$14.8 million

Number of Advisors

15

Disclosures

No

Office Location

3 Greenway Plaza
Houston, TX 77046

Quantlab Capital Management, LLC by the Numbers

Total Assets Under Management

$14.8 million

National Average: $8.6 billion
Total Number of Employees

166

National Average: 64
Total Number of Accounts

1

National Average: 375,227
Average Account Size

$14.8 million

National Average: $23.0 thousand
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Fee Structure

Fees for financial advice largely are based on which service is offered. However, fees billed by the firm typically consist of non-traditional fee structures. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 10% of firms

    Other

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

Unavailable

  • Find one of the 69% of firms that offer this fee type

    Percentage of Assets

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    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.

  • Find one of the 21% of firms that offer this fee type

    Hourly

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    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 1% of firms that offer this fee type

    Commissions

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    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 26% of firms that offer this fee type

    Performance-based

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    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.

  • Find one of the 0% of firms that offer this fee type

    Subscription

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    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 32% of firms that offer this fee type

    Fixed

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    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.

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Types of Clients

It provides services to pooled investment vehicles. Quantlab Capital Management, LLC's largest client type is pooled investment vehicles. About 100% of the firm's accounts are 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

Quantlab Capital Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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