Quantmetrics Capital Management LLP (London)


Quantmetrics Capital Management LLP is a large advisory firm based in London. It manages $335.02 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014.

Quantmetrics Capital Management provides portfolio management for pooled investment vehicles and portfolio management for managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quantmetrics Capital Management: assets under management

The assets under management (AUM) of Quantmetrics Capital Management LLP is $335.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 130% since the beginning of its operation, and $86.02 million of the total AUM is attributable to clients outside of the United States.

The firm manages $335.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.88 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quantmetrics Capital Management LLP 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.

What kind of clients Quantmetrics Capital Management serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Quantmetrics Capital Management is investment companies with 7 clients and $315.55 million of assets under management. Among the 8 most similar advisory firms, Quantmetrics Capital Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $335.02 million for 8 clients. 26% of the firm’s clients are foreign persons or businesses.

Quantmetrics Capital Management doesn't advise any private funds.

Careers at Quantmetrics Capital Management LLP

The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
James Daniel Fowler Ceo / cio 1 Mar 2003 25% - 50% 2958012
Mushtaq Shah Cio 1 Mar 2003 25% - 50% 6291052
Quantmetrics Limited Partner 1 Mar 2003 Other foreign entity
John Daniel Fowler Partner 1 Mar 2003 Other 6291103
Simon Mcwilliams Cco / coo 1 Dec 2013 Other 6291102
Robin Alexander Grant Coo / cfo 1 Aug 2016 Other 6751380

Based in London

The principal office where Quantmetrics Capital Management LLP performs its advisory services is located at 1 Red Place, London, W1 K 6 Pl, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44-207-569-9300 or by fax 44-207-493-1438. The normal business hours are 08:00 - 18:00 on Monday - Friday. You can find more information about the New York firm at quantmetrics.com.