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QUALIVIAN INVESTMENT PARTNERS
617-970-9583
SEC #801-136303Total AUM
$2.8M
Employees
2Clients
3Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
617-970-9583
Other Offices
1
Financials
Total AUM
$2.8M
Accounts
2Discretionary
$2.8M
Accounts
2Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
1AUM
$0
Pooled Vehicle Clients
1AUM
$2.8M
Investment Advisor Clients
1AUM
$0
Services
Services Offered
Company Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
LICENSING OF PROPRIETARY MODELS TO OTHER INVESTMENT ADVISERS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MODEL DISTRIBUTION / SHARE OF ETF PROFITS AFTER EXPENSES
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.