Quellos Private Capital Markets, L.P. is a large advisory firm based in Seattle. It manages $1.29 billion of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of New York, North Carolina, and Washington.
Quellos Private Capital Markets provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quellos Private Capital Markets, L.P. is $1.29 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 155% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Quellos Private Capital Markets, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Quellos Private Capital Markets, L.P. performs its advisory services is located at 601 Union Street, Seattle, WA 98101, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-613-6700 or by fax 206-613-6708. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.quellos.com.