QSV EQUITY INVESTORS LLC
Adviser information for QSV EQUITY INVESTORS LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 42 | $110.2M |
| Non-Discretionary | 1 | $876,892 |
| Total | 43 | $111.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 8 | $3.2M |
| HNW Individuals | 8 | $20.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $2.8M |
| State or municipal gov entities | 5 | $84.6M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
29 S WEBSTER STSUITE 330
NAPERVILLE
IL
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 844-322-5527, Fax: None
Chief Compliance Officer
JEFFREY RONALD KAUTZ
PARTNER AND CEO
29 S WEBSTER ST
SUITE 330
NAPERVILLE
IL
United States
Tel:
630-519-4752
Fax:
630-376-4386
J*****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JEFFREY R. KAUTZ 2005 DECLARATION OF TRUST | Domestic Entity | – | MEMBER | 04/2016 | 25-50% |
| KAUTZ, JEFFREY, RONALD | Individual | JEFFREY R. KAUTZ 2005 DECLARATION OF TRUST | OWNER | 08/2005 | > 75% |
| RANDALL W. HUGHES LIVING TRUST | Domestic Entity | – | MEMBER | 04/2016 | 25-50% |
| HUGHES, RANDALL WILLIAM | Individual | RANDALL W. HUGHES LIVING TRUST | OWNER | 12/2012 | > 75% |
| THE DAVID GERHARD MERTENS REVOCABLE TRUST | Domestic Entity | – | MEMBER | 03/2019 | 10-25% |
| MERTENS, DAVID, GERHARD | Individual | THE DAVID GERHARD MERTENS REVOCABLE TRUST | OWNER | 05/2007 | > 75% |
| KAUTZ, JEFFREY, RONALD | Individual | – | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, CEO | 05/2023 | < 5% |