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The Quantitative Group, LP (San Antonio)


The Quantitative Group, LP is a large advisory firm based in San Antonio. It manages $3.64 billion of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Colorado, Florida, Maine, and 4 other states.




The Quantitative Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Quantitative Group: assets under management

The assets under management (AUM) of The Quantitative Group, LP is $3.64 billion. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $349.04 million in discretionary accounts and $3.29 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.98 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.39 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Quantitative Group, LP for their services and products based on a percentage of assets under management, fixed fees, commissions, 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.

Based in San Antonio

The principal office where The Quantitative Group, LP performs its advisory services is located at 700 North St. Mary's, San Antonio, TX 78205, 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 210-798-4250 or by fax 210-798-4279. The normal business hours are 8am - 5pm on Monday - Friday.


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