Tqa Investors, LLC (Stamford)

Name: Tqa Investors, LLC
Address: 333 Ludlow Street, Stamford, CT, 06902
Telephone: 203-653-3000

Tqa Investors, LLC is a large advisory firm based in Stamford. It manages $455.83 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Tqa Investors 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.

Tqa Investors: assets under management

The assets under management (AUM) of Tqa Investors, LLC is $455.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $455.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.99 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tqa Investors, LLC 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.

Careers at Tqa Investors, LLC

Giuseppe Posillico joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Anthony Idone	Vp - portfolio mgmt.	1 Dec 1995	Other	1297952
George Joseph Esser	Svp - director of marketing	1 Dec 1995	Other	2318340
Paul Vincent Bucci	Vp - portfolio management	1 Dec 1995	Other	1467748
Bartholomew Christopher Tesoriero	Chief financial officer	1 Dec 1995	Other	2438457
Robert Ellsworth Butman	Chief executive officer	1 Dec 1995	50% - 75%	1352433
Darren Joseph Langis	Vp - portfolio manager	1 Jan 2005	Other	2781108
Andrew Anderson	Vp - portfolio manager	1 Jan 2005	Other	5118645
Giuseppe Posillico	Chief compliance officer	1 May 2007	Other	5341013

Based in Stamford

The principal office where Tqa Investors, LLC performs its advisory services is located at 333 Ludlow Street, Stamford, CT 06902, 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 203-653-3000 or by fax 203-653-3001. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at tqa.com.