Overview
Assets Under Management: $502 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 46
Average Client Assets: $1.8 million
Frequently Asked Questions
QUANTITATIVE PROCESS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165699), QUANTITATIVE PROCESS, LLC is subject to fiduciary duty under federal law.
QUANTITATIVE PROCESS, LLC is headquartered in CHARLOTTE, NC.
QUANTITATIVE PROCESS, LLC serves 46 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, QUANTITATIVE PROCESS, LLC offers portfolio management for individuals. View all service details ↓
QUANTITATIVE PROCESS, LLC manages $502 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, QUANTITATIVE PROCESS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.21%
Average Client Assets: $1.8 million
Total Client Accounts: 288
Discretionary Accounts: 8
Non-Discretionary Accounts: 280
Regulatory Filings
CRD Number: 165699
Filing ID: 2061637
Last Filing Date: 2026-02-27 11:31:17