QIC
QIC US INVESTMENT SERVICES INC Legal Name
Adviser information for QIC last updated from Form ADV on March 7th, 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 | Corporation |
|---|---|
| Fiscal Year End | JUNE |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 25 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| 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 | 14 | $1.8B |
| Non-Discretionary | 5 | $403.9M |
| Total | 19 | $2.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 19 | $2.2B |
| Pension and profit sharing plans | 0 | $0 |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74064 |
|---|---|
| SEC ERA File Number | 801-74064 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161705 |
| Legal Entity Identifier | None |
Principal Office
12 EAST 49TH STREET36TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 212-224-8900, Fax: None
Websites
Chief Compliance Officer
JOHN GALLAGHER
HEAD OF REGULATORY AFFAIRS AND COMPLIANCE
66 EAGLE STREET
LEVEL 5
BRISBANE, QUEENSLAND
Australia
Tel:
+61 7 3360 3922
J**********@******M
(Full email address available in API data)
Regulatory Contact
ARCHIE CAPINGUIAN
US REGULATORY AFFAIRS AND COMPLIANCE COUNSEL
12 EAST 49TH STREET
36TH FLOOR
NEW YORK
NY
United States
Tel:
2122248937
A**********@******M
(Full email address available in API data)
Industry Affiliates
| QIC EUROPEAN INVESTMENT SERVICES LIMITED | Other investment adviser, including financial planners |
| QIC INVESTMENTS NO. 1 PTY LTD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| QIC LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| QIC PRIVATE CAPITAL PTY LTD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| QIC PROPERTIES US, INC | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PEF CO-INVEST SCSP | Private Equity Fund | $0.0M | $0.0M | 1 |
| QGIF II FEEDER FUND F SCSP | INFRASTRUCTURE ASSETS | $3.8M | $20.0M | 1 |
| QGIF II FEEDER FUND A SCSP | INFRASTRUCTURE ASSETS | $0.0M | $20.0M | 1 |
| QGIF II FEEDER FUND B SCSP | INFRASTRUCTURE ASSETS | $17.8M | $20.0M | 1 |
| QGIF II FEEDER FUND D SCSP | INFRASTRUCTURE ASSETS | $145.6M | $20.0M | 1 |
| QGIF II FEEDER FUND E SCSP | INFRASTRUCTURE ASSETS | $40.1M | $20.0M | 2 |
| QGIF II PARA AGGREGATOR SCSP | INFRASTRUCTURE ASSETS | $365.3M | $20.0M | 2 |
| QGIF RAPTOR AGGREGATOR 1 LP | INFRASTRUCTURE ASSETS | $216.4M | $0.0M | 2 |
| QIC GLOBAL INFRASTRUCTURE FUND US AIV, LP | INFRASTRUCTURE ASSETS | $516.7M | $20.0M | 26 |
| QIC INFRASTRUCTURE DEBT FUND USD SCSP | DEBT FUND | $0.0M | $10.0M | 1 |
| QIC INFRASTRUCTURE DEBT PLATFORM SCSP | DEBT FUND | $135.2M | $0.0M | 5 |
| QIC INVESTMENT FUND 1 SCSP | Private Equity Fund | $0.0M | $0.0M | 1 |
| QIC PRIVATE EQUITY FUND NO. 4, L.P. | Private Equity Fund | $229.3M | $0.0M | 5 |
| QIC PRIVATE EQUITY FUND NO. 6, L.P | Private Equity Fund | $39.4M | $0.0M | 3 |
| QIC US SHOPPING CENTER FUND, LP | SHOPPING MALLS | $412.9M | $0.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| THE STATE OF QUEENSLAND AUSTRALIA | Foreign Entity | QIC LIMITED | INDIRECT OWNER | 02/2012 | > 75% |
| QIC US MANAGEMENT INC | Domestic Entity | – | DIRECT OWNER | 02/2012 | > 75% |
| BLAKE, CLAIRE, MARITE | Individual | – | DIRECTOR | 02/2012 | < 5% |
| QIC LIMITED | Foreign Entity | QIC US MANAGEMENT INC | INDIRECT OWNER | 02/2012 | > 75% |
| MCDONALD, MARK, DAVID | Individual | – | EXECUTIVE DIRECTOR, OPERATIONS AND TECHNOLOGY | 04/2015 | < 5% |
| JACKSON, GLENN, ALFRED | Individual | – | EXECUTIVE DIRECTOR, HUMAN RESOURCES | 04/2015 | < 5% |
| GALLAGHER, JOHN, MARTIN | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2020 | < 5% |
| SRISKANDARAJAH, RAVEENDRA, NMN | Individual | – | EXECUTIVE DIRECTOR, CLIENT SOLUTIONS AND CAPITAL | 09/2020 | < 5% |
| RAMPA, KYLIE, K | Individual | – | CHIEF EXECUTIVE OFFICER | 04/2022 | < 5% |
| SMYTH, MARGARET, MARY | Individual | – | DIRECTOR | 11/2022 | < 5% |
| SHOJAIE, ARASH, NMN | Individual | – | DIRECTOR | 11/2022 | < 5% |
| NAHNSEN, EVAN, BIANCHINI | Individual | – | DIRECTOR | 06/2023 | < 5% |