Quad C Management, Inc. (Charlottesville)
Quad C Management, Inc. Is a Large Advisory Firm Based in Charlottesville. It Manages $2.07 Billion of Regulatory Assets for 4 Client Accounts. It Has Been...
Quad C Management, Inc. is a large advisory firm based in Charlottesville. It manages $2.07 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Virginia.
Quad C Management 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.
Quad C Management: assets under management
The assets under management (AUM) of Quad C Management, Inc. is $2.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $2.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $517.47 million each.
Quad C Management has custody of $1.27 billion in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Quad C Management, Inc. 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.
Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.
