Quad C Management, Inc. (Charlottesville)

Name: Quad C Management, Inc.
Address: 200 Garrett Street, Suite M, Charlottesville, VA, 22902
Telephone: 434-979-2070

Quad C Management, Inc. is a large advisory firm based in Charlottesville. It manages $2.07 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Virginia.

Quad C Management 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.

Quad C Management: assets under management

The assets under management (AUM) of Quad C Management, Inc. is $2.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $517.47 million each.

Quad C Management has custody of $1.27 billion in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quad C Management, Inc. 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.

What kind of clients Terrence David Daniels serves?

The only and largest group of clients of Terrence David Daniels is pooled investment vehicles with 4 clients and $2.07 billion of assets under management. Among the 4 most similar advisory firms, Quad C Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.07 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.

Quad C Management also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Quad C Management, Inc.

The company employs 28 people that are either part- or full-time employees. 68 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.

Terrence David Daniels has been acting as President since 1 Jan 2008. Stephen Martin Burns joined the executive team most recently as the Class A 1 Limited Partner Of Quad C Management, L.P..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Martin Burns	Vice president of quad-c management, inc.	1 Jan 2000	Other	2427693
Inc. Quad C Management	Shareholder of albemarle north inc.	1 Mar 2000	75% - 100%	161395
Terrence David Daniels	Vice president of quad-c vi management corp	1 Dec 2001	25% - 50%	6025984
Stephen Martin Burns	Vice president of quad-c vi management corp.	1 Dec 2001	25% - 50%	2427693
Anthony Robert Ignaczak	President of quad-c vi management corp	1 Dec 2001	25% - 50%	1593920
Terrence David Daniels	Class a limted partner of quad-c management, lp	1 Dec 2005	Other	6025984
Stephen Martin Burns	Class a limited partner of quad-c management, l.p.	1 Dec 2005	Other	2427693
Anthony Robert Ignaczak	Class a limited partner of quad-c management, l.p.	1 Dec 2005	Other	1593920
Gary Binning	Class b limited partner of quad-c management, l.p.	1 Dec 2005	Other	5923420
Terrence David Daniels	Chairman/vice president of quad-c management, inc.	1 Jan 2008	50% - 75%	6025984
Anthony Robert Ignaczak	President of quad-c management, inc.	1 Jan 2008	Other	1593920
Nina Tabb Myers	Chief compliance officer of quad-c management, inc.	1 Feb 2011	Other	6025997
Terrence David Daniels	Class a-1 limted partner of quad-c management, lp	1 Mar 2017	Other	6025984
Stephen Martin Burns	Class a-1 limited partner of quad-c management, l.p.	1 Mar 2017	Other	2427693
Anthony Robert Ignaczak	Class a-1 limited partner of quad-c management, l.p.	1 Mar 2017	Other	1593920
Franklin H. Winslow	Class a-2 limited partner of quad-c management, l.p.	1 Mar 2017	Other	6932066
Thad Monteran Jones	Class a-2 limited partner of quad-c management, l.p.	1 Mar 2017	Other	2531155
Timothy Warren Billings	Class a-2 limited partner of quad-c management, l.p.	1 Mar 2017	Other	2746806
Thomas M Hickey	Class a-2 limited partner of quad-c management, l.p.	1 Mar 2017	Other	2650560
Franklin Hawkins Winslow	Class a-2 limited partner of quad-c management, l.p.	1 Mar 2017	Other	6932066
Thomas Myron Hickey	Class a-2 limited partner of quad-c management, l.p.	1 Mar 2017	Other	2650560

Based in Charlottesville

The principal office where Quad C Management, Inc. performs its advisory services is located at 200 Garrett Street, Suite M, Charlottesville, VA 22902, 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 434-979-2070 or by fax 434-979-1145. The normal business hours are 9 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at quadcmanagement.com.