Managed Quantitative Advisors LLC (Fairfield)

Managed Quantitative Advisors LLC is a large advisory firm based in Fairfield. It manages $40.69 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Managed Quantitative Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Managed Quantitative Advisors: assets under management

The assets under management (AUM) of Managed Quantitative Advisors LLC is $40.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Managed Quantitative Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Managed Quantitative Advisors LLC

Edward Andreas Raha has been acting as President since 1 May 1999. William Edmund Heller joined the executive team most recently as the Director Of Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Andreas Raha	President	1 May 1999	50% - 75%	4435068
Donald Eugene Nickelson	Chairman	1 May 1999	25% - 50%	347831
Barney Alan Tumey	Senior portfolio strategist	1 Apr 2000	Other	4435096
Erica Deane Dailey	Vice president, operations	1 Apr 2000	Other	4435116
Michael Anderson Fox	Vice president, marketing	1 Jan 2001	Other	2991010
William Edmund Heller	Director of operations	1 Jan 2003	Other	3000794

Based in Fairfield

The principal office where Managed Quantitative Advisors LLC performs its advisory services is located at 1 Post Road, Fairfield, CT 06430 6241, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.