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Building 2QS INVESTORS, LLC

Map pinNEW YORK, NY
Phone212-886-9200
NotebookSEC #801-70974
Total AUM
$19.2B
Employees
68
Clients
666

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
880 THIRD AVENUE
7TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
212-886-9200
Other Offices
1

ReceiptFinancials

Total AUM
$19.2B
Accounts
672
Discretionary
$14.7B
Accounts
652
Non-Discretionary
$4.5B
Accounts
20

ContactClients

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Individual Clients
428
AUM
$144.6M
HNW Individual Clients
65
AUM
$84.7M
Investment Company Clients
49
AUM
$12.4B
Pooled Vehicle Clients
43
AUM
$5.6B
Pension/Profit Sharing Plan Clients
1
AUM
$377.8M
Charitable Organization Clients
6
AUM
$21.5M
Government Entity Clients
1
AUM
$119.6M
Investment Advisor Clients
20
AUM
$137.7M
Corporation or Business Clients
52
AUM
$14M
Other Clients
1
AUM
$319.2M
Description of Other Clients
ENDOWMENTS AND FOUNDATIONS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
NON-DISCRETIONARY ADVICE; MODEL-ONLY PORTFOLIOS AND/OR TRADE RECOMMENDATIONS; LICENSING OF COMMERCIALLY AVAILABLE INDICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ASSET-BASED OR REVENUE-BASED FEE ON MODEL-ONLY PORTFOLIOS

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MANYTX

HandshakeAffiliates

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Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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