Quantinno Capital Management Lp
Answer a few questions and
get matched with an advisor.
Learn more about Quantinno Capital Management Lp
Overview
Quantinno Capital Management Lp is a financial advisor company based in New York, New York. The firm has $1.4 billion in total assets across 200 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). Quantinno Capital Management Lp has a small team, including 4 financial advisors. Quantinno Capital Management Lp is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as equities, bonds and options.
Quantinno Capital Management Lp oversees all of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments without needing the customer's permission. Quantinno Capital Management Lp's typical account size is $7.2 million. The average advisor at Quantinno Capital Management Lp manages around 50 client accounts, placing it towards the middle in terms of personalization.
Quantinno Capital Management Lp's headquarters is at 12 E 49Th Street, New York, New York 10017. The firm is registered to provide services to customers across 20 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Quantinno Capital Management Lp by the Numbers
$1.4 billion
7
200
$7.2 million
Fee Structure
A financial advisor's fees usually are based on which services the firm provides the client. However, fees charged by the company most likely are comprised of the following fee types: asset-based or performance-based. Quantinno Capital Management Lp does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Quantinno Capital Management Lp provides services to high net worth investors and pooled investment vehicles. Out of its 200 clients, Quantinno Capital Management Lp's biggest client type is high net worth investors, though it also manages money for 199 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 99.5%
- Other Individuals - 0%
- Corporations - 0.5%
- 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Quantinno Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.