Quotient Investors, LLC (New York)

Name: Quotient Investors, LLC
Address: 12 East 41 St Street, New York, NY, 10017
Telephone: 212 685-4811

Quotient Investors, LLC is a large advisory firm based in New York. It manages $166.22 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2007.

Quotient Investors provides portfolio management for businesses and institutional clients and family office. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quotient Investors: assets under management

The assets under management (AUM) of Quotient Investors, LLC is $166.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $166.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.75 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Quotient Investors, LLC for their services and products based on a percentage of assets under management. 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.

Careers at Quotient Investors, LLC

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Julia Margaret Peter Kerr	Managing member	1 Dec 2007	Other	4748683
Llc Quotient Group	Member	1 Dec 2007	50% - 75%	26-1539089
Llc Strategic Investment Group Ventures Ii	Member	1 Dec 2007	25% - 50%	00-0000000
Julia Margaret Peter	Chief compliance officer	1 Dec 2007	Other	4748683
Llc Quotient Group	Member	1 Feb 2008	50% - 75%	26-1539089
Llc Strategic Investment Group Ventures Ii	Member	1 Feb 2008	25% - 50%	26-1698146
William Yost	Managing member / head of portfolio management and trading	1 Feb 2008	Other	3006584
Andre Bertolotti	Managing member / chief investment officer	1 Feb 2008	Other	3006572
Francisco Xavier Lopez	Chief compliance officer and director of portfolio administration	1 Aug 2014	Other	4867375

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
California Public Employees' Retirement System	Member	1 Jun 2006	75% - 100%	94-6207465
Llc Strategic Investment Management	Managing member	1 Jun 2006	Other	104862
L.P. Strategic Investment Management	Managing member	1 Jun 2006	Other	104862

Based in New York

The principal office where Quotient Investors, LLC performs its advisory services is located at 12 East 41 St Street, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 685-4811 or by fax 212-548-3419. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at quotientinvestors.com.