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Quantitative Process, LLC

● SEC registered since 2014CRD 165699SEC# 801-79279Charlotte, NC
Export (members)
Reg. AUM
$454.4M
Employees
3
Accounts
277
Location
Charlotte, NC

Quantitative Process, LLC assets under management

Quantitative Process, LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. The firm has been registered since 2014. It reports $454.4 million in regulatory assets under management and employs 3 people.
www.quantpro.comView on SEC.gov ↗

Quantitative Process, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph Patrick Lindsley ControlManaging Member & Chief Compliance Officer50-75%2012
Richard Patrick Rogers ControlMember50-75%2013

Frequently asked questions

How much does Quantitative Process, LLC manage?

Quantitative Process, LLC reports $454.4 million in regulatory assets under management on its Form ADV.

How many employees does Quantitative Process, LLC have?

Quantitative Process, LLC reports 3 employees.

Where is Quantitative Process, LLC located?

Quantitative Process, LLC is based in Charlotte, NC and has been SEC-registered since 2014.

Does Quantitative Process, LLC disclose fund performance?

Quantitative Process, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10700 Sikes Place, Suite 395, Charlotte, NC 28277
Phone888-253-3292
Fax980-245-8991
Office hours8a.m. - 5p.m., Meetings By Appointment
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$203.8M
Non-discretionary$250.6M
Total (RAUM)$454.4M