Qms Capital Management LP is an investment adviser to an investment company based in Durham. It manages $31.71 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of North Carolina.
Qms Capital Management provides portfolio management for investment companies and 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 Qms Capital Management LP is $31.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 353% since the beginning of its operation, and $31.71 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Qms Capital Management LP 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Qms Capital Management is pooled investment vehicles with 1 clients and $31.71 million of assets under management. Among the 3 most similar advisory firms, Qms Capital Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $31.71 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Qms Capital Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.
The company employs 23 people that are either part- or full-time employees. 57 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.
The principal office where Qms Capital Management LP performs its advisory services is located at 240 Leigh Farm Rd., Durham, NC 27707, 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 919-493-3211 or by fax 919-882-9157. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at qmscapital.com and its LinkedIn profile.