Quantitative Equity Strategies, LLC is an adviser based in Highlands Ranch. It manages $17.76 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Colorado.
Quantitative Equity Strategies 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 Quantitative Equity Strategies, LLC is $17.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -85% 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 Quantitative Equity Strategies, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Quantitative Equity Strategies, LLC is owned by Michael Erich Revy. Benjamin Troy Warwick has been acting as President since 1 Aug 2002. Llc Qes Private Equity joined the executive team most recently as the 80% Owner.
The principal office where Quantitative Equity Strategies, LLC performs its advisory services is located at 8822 S Ridgeline Blvd., Highlands Ranch, CO 80129, 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 303-471-0244 or by fax 303-471-0344. The normal business hours are 7:00am - 4:30pm mountain time on Monday - Friday.