DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
Q••••••• T••••••••• L•
Latest filing Mar 20, 2026
First filing on the tape Mar 13, 2014 · 24 filings
SEC status approved since Apr 10, 2014
RAUM
$6.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
87
47 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
2
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$6.7B as of Mar 20, 2026
Jan 23, 2015$582M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Jan 23, 20150 then
Employees (5.A)87 as of Mar 20, 2026
Jan 23, 201520 then
Private funds2 as of Mar 20, 2026
Jan 23, 20151 then
RAUM +38% over the last fiscal year+37% a year over threeIARs 0 to 0offices 4 to 5
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $739MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +38%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$6.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W•••••• C•••••• S••••• F••• L•• • S••••• H•no longer reported | Hedge Fund | $582M | 1 | Feb 16, 2012 |
| Q••••••• M••••••••• F••• L• | Hedge Fund | $54.1M | 28 | Mar 30, 2020 |
| Q••••••• M••••••••• M••••• F••• S•• L••• • S••••••••• P•••••••• I• | Hedge Fund | $3.9M | 1 | May 25, 2017 |
Owners and control persons
Schedule A and B, latest filing
- C••••• T•••••• V•••••••• · Ctocontrolsince 06/2023 · owns less than 5%
- L••••• M•••••• · Initial Partnercontrolsince 03/2009 · owns 25% to 50%
- M••••••• A•••• · Cio And Initial Partnercontrolsince 03/2009 · owns 25% to 50%
- W••••• P•••• E••••• · Ceo, President And Initial Partnercontrolsince 03/2009 · owns 25% to 50%
- L••••• M•••••• · Managing Membercontrolsince 04/2023 · owns 25% to 50% of Q••••••• T••••••••• G•• L••
- M••••••• A•••• · Managing Membercontrolsince 12/2013 · owns 25% to 50% of Q••••••• T••••••••• G•• L••
- W••••• P•••• E••••• · Managing Membercontrolsince 12/2013 · owns 25% to 50% of Q••••••• T••••••••• G•• L••
- W••••••••• D••••• M•••• · Cco, General Counselsince 01/2015 · owns less than 5%
Entity owners
- Q••••••• T••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Q••••••• T••••••••• ••• L••••••investment adviserbanky
- Q••••••• T••••••••• F••• G•• L••bankpooled vehicle sponsorn
- Q••••••• T••••••••• L••investment adviserbanky
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom6 employees
- Cranford, NJ3 employees
- Miami, FL3 employees
- Hong Kong, Hong Kong2 employees
- New Orleans, LA1 employees
What changed
consecutive filings, newest first
- Accounts · 8 to 9Mar 28, 2025 to Mar 20, 2026
- Advisory employees · 40 to 47Mar 28, 2025 to Mar 20, 2026
- Pooled vehicle clients · 8 to 9Mar 28, 2025 to Mar 20, 2026
- Employees · 74 to 87Mar 28, 2025 to Mar 20, 2026
- Other offices · 4 to 5Mar 28, 2025 to Mar 20, 2026
- Discretionary RAUM · $4.8B to $6.7BMar 28, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $4.8B to $6.7BMar 28, 2025 to Mar 20, 2026
- RAUM · $4.8B to $6.7BMar 28, 2025 to Mar 20, 2026
- Accounts · 9 to 8Apr 10, 2024 to Mar 28, 2025
- Advisory employees · 39 to 40Apr 10, 2024 to Mar 28, 2025
- Pooled vehicle clients · 9 to 8Apr 10, 2024 to Mar 28, 2025
- Employees · 60 to 74Apr 10, 2024 to Mar 28, 2025
- Financial planning clients · unset to Apr 10, 2024 to Mar 28, 2025
- Other offices · 5 to 4Apr 10, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.9B to $4.8BApr 10, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.9B to $4.8BApr 10, 2024 to Mar 28, 2025
- RAUM · $2.9B to $4.8BApr 10, 2024 to Mar 28, 2025
- Other offices · 3 to 5Aug 8, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.6B to $2.9BAug 8, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.6B to $2.9BAug 8, 2023 to Mar 28, 2024
- RAUM · $2.6B to $2.9BAug 8, 2023 to Mar 28, 2024
- Other offices · 1 to 3Mar 31, 2023 to Aug 8, 2023
- Advisory employees · 37 to 39Mar 31, 2022 to Mar 31, 2023
- Employees · 57 to 60Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.3B to $2.6BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.3B to $2.6BMar 31, 2022 to Mar 31, 2023
- RAUM · $2.3B to $2.6BMar 31, 2022 to Mar 31, 2023
- Accounts · 8 to 9May 21, 2021 to Mar 31, 2022
- Advisory employees · 28 to 37May 21, 2021 to Mar 31, 2022
- Pooled vehicle clients · 8 to 9May 21, 2021 to Mar 31, 2022
- Employees · 53 to 57May 21, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.6B to $2.3BMay 21, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.6B to $2.3BMay 21, 2021 to Mar 31, 2022
- RAUM · $1.6B to $2.3BMay 21, 2021 to Mar 31, 2022
- Advisory employees · 26 to 28Mar 30, 2020 to Mar 25, 2021
- Employees · 49 to 53Mar 30, 2020 to Mar 25, 2021
- Discretionary RAUM · $1.9B to $1.6BMar 30, 2020 to Mar 25, 2021
- Pooled vehicle RAUM · $1.9B to $1.6BMar 30, 2020 to Mar 25, 2021
- RAUM · $1.9B to $1.6BMar 30, 2020 to Mar 25, 2021
- Advisory employees · 25 to 26Mar 28, 2019 to Mar 30, 2020
Signals
6 dated events
- Q••••••• T••••••••• L• reported RAUM $6.7B, up 38% from $4.8B (2025-03-28 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- Q••••••• T••••••••• L• reported RAUM $4.8B, up 65% from $2.9B (2024-04-10 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Valentino Thomas Crimi (Cto) appeared on Schedule A of Q••••••• T••••••••• L•Mar 28, 2024 · Control person joined · fact
- Michael Botlo (Non-Initial, Non-Voting Partner) no longer on Schedule A of Q••••••• T••••••••• L• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Q••••••• T••••••••• L• reported RAUM $2.3B, up 47% from $1.6B (2021-05-21 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Q••••••• T••••••••• L• filed its initial SEC registration (Form ADV)Mar 13, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/quantbot-technologies-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- Q•••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-922-9624reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026