Qa Advisers LLC (Plainsboro)


Qa Advisers LLC is a large advisory firm based in Plainsboro. It manages $24.97 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001.

Logo

Qa Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Qa Advisers: assets under management

The assets under management (AUM) of Qa Advisers LLC is $24.97 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1449% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.97 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $805.44 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Qa Advisers LLC for their services and products based on a percentage of assets under management, fixed fees, 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.

Careers at Qa Advisers LLC

Fabio Paul Savoldelli has been acting as President since 1 Apr 2000. Frank J Marckioni joined the executive team most recently as the Vice President/Managing Director Fixed Income Division.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
L.P. ("Mlim") Merrill Lynch Investment Managers Sole member 1 Sep 1999 75% - 100% 22-3266280
Dean Donofrio Managing director 1 Sep 1999 Other 2009553
Michael J. Hennewinkel General counsel 1 Sep 1999 Other 4347815
Jerry Weiss Compliance director 1 Sep 1999 Other 2174859
Fabio Paul Savoldelli Managing director 1 Jan 2000 Other 2817615
Mark Peterson Coville Managing director 1 Jan 2000 Other 1851663
Lawrence D. Haber Chief financial officer 1 Feb 2000 Other 4347806
Fabio Paul Savoldelli President 1 Apr 2000 Other 2817615
Philip Lawrence Kirstein General counsel 1 Aug 2001 Other 2174860
Sidney Francis Hoots Chief investment officer quantitative products 1 Nov 2001 Other 4023123
Bruce L Cooper Chief financial officer 1 Jan 2002 Other 2423657
Patrick Gerard Hayward Chief financial officer 1 Jun 2002 Other 2351046
Frank J Marckioni Vice president/managing director-fixed income division 1 Sep 2002 Other 1986475
Kevin J. Mckenna Executive vice president/managing director-fixed income division 1 Sep 2002 Other 4579856

Based in Plainsboro

The principal office where Qa Advisers LLC performs its advisory services is located at 800 Scudders Mill Road, Plainsboro, NJ 08536 The mailing address of the firm is Registration Department, New York, NY 10038. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609 282-3336 or by fax 609 282-3472. The normal business hours are 9:oo am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.mlim.ml.com.