INTEGRATED QUANTITATIVE INVESTMENTS LLC
Adviser information for INTEGRATED QUANTITATIVE INVESTMENTS LLC last updated from Form ADV on February 28th, 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 | Washington, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $26.9M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $26.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $576,560 |
| 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 | <5 | $26.4M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| 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 AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128606 |
|---|---|
| SEC ERA File Number | 801-128606 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310106 |
| Legal Entity Identifier | None |
Principal Office
7015A DOORSTONE DRLATHAM
NY
United States
Monday - Friday, 9-5
Tel: 16176862008, Fax: None
Chief Compliance Officer
KIRSTEN SYVERSON
MANAGING MEMBER, FOUNDING PARTNER, DIRECTOR
7015A DOORSTONE DR
LATHAM
NY
United States
Tel:
617 686 2008
K***************@******************M
(Full email address available in API data)
Regulatory Contact
ARTEMIZA WOODGATE
MANAGING MEMBER, FOUNDING PARTNER, DIRECTOR
4268 133RD AVE SE
BELLEVUE
WA
United States
Tel:
206 465 9922
A****************@******************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 |
|---|---|---|---|---|---|
| Bryant, Timothy, Webster | Individual | – | RESEARCHER AND PORTFOLIO MANGAGER | 10/2022 | 5-10% |
| Woodgate, Artemiza | Individual | – | CO-CEO, CIO | 07/2020 | 25-50% |
| Syverson, Kirsten, Anna | Individual | – | CO-CEO, CCO, COO, CFO | 07/2020 | 25-50% |
| Bour, Giorah, Isabella Lo | Individual | – | RESEARCHER AND PORTFOLIO MANGAGER | 10/2022 | 5-10% |
| HENRY, NOEL, FRANCIS | Individual | – | HEAD OF SALES AND MARKETING | 07/2023 | < 5% |