Fundquest Incorporated (Boston)


Fundquest Incorporated is a large advisory firm based in Boston. It manages $8.26 billion of regulatory assets for 37,632 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Fundquest Incorporated provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fundquest Incorporated: assets under management

The assets under management (AUM) of Fundquest Incorporated is $8.26 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 154% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.26 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $219.49 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fundquest Incorporated for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fundquest Incorporated

Robert Egidio Delcol has been acting as President since 1 Jan 1993. Brandon Rockwell Thomas has served as the Chief Investment Officer since 1 Dec 2011. Judson Taft Bergman joined the executive team most recently as the Chief Executive Officer, Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Robert Egidio Delcol President 1 Jan 1993 25% - 50% 1513208
Peter Del Col Chairman 1 Jan 1993 Other 4359763
Renato Mastrogiovanni Executive vice president 1 Jan 1993 Other 4359764
Eyk Alexander De Mol Van Otterloo Stockholder 1 Jan 1993 Other 4339176
Robert Jeremy Grantham Shareholder 1 Jan 1993 Other 4339074
Timothy John Clift Vp 1 Dec 1994 Other 2088320
William C. Butcher Svp 1 Jan 1997 Other 4359828
Del Col Family Irrevocable Trust Of 1997 Shareholder 1 Mar 1997 Other 04-6850489
Charlton Mac Veagh Svp 1 Sep 1997 Other 4359834
Robert Del Col 1999 Retained Annuity Trust Shareholder 1 Nov 1999 Other xxx-xx-xxxx
Roy Bertram Simpson Director 1 May 2000 Other 2063883
Stephen Parker Director 1 May 2000 Other 356780
Jp Morgan Partners Shareholder 1 May 2000 Other 13-3371829
Eric Alan Green Director 1 May 2000 Other 4432236
John Robert Wallace Cfo 1 Sep 2000 Other 2315903
Robert Del Col 1999 Remainder Trust Shareholder 1 Oct 2003 Other xxx-xx-xxxx
Brook L Cuddy Director 1 Feb 2004 Other 4783294
Maura Lenore Tomaszewski Chief compliance officer 1 Apr 2004 Other 2546041
Carty Yun Kong Chock Director 1 Aug 2004 Other 2535000
Maura Lenore Tomaszewski Chief compliance officer 1 Sep 2004 Other 2546041
Geoffrey Teale Chalmers Chief compliance officer 1 Mar 2005 Other 1986599
Scott Lawrence Donnelly Chief compliance officer 1 May 2005 Other 2407264
Peter Del Col Director 1 Jun 2005 Other 4359763
Gilles Glicenstein Director 1 Jun 2005 Other 4589338
Pierre Marc Lapomme Director 1 Jun 2005 Other 2230684
Marc Raynaud Director 1 Jun 2005 Other 4728360
Everett M. Schenk Director 1 Jun 2005 Other 4347883
Philippe Marchessaux Director 1 Jun 2005 Other 5122339
Vincent Lecomte Director 1 Jun 2005 Other 5123381
Paribas North America Direct owner 1 Aug 2005 75% - 100% 13-1929559
Inc. Paribas North America Direct owner 1 Aug 2005 75% - 100% 13-1929559
James Lawrence Fox Evp chief operating officer 1 Oct 2005 Other 2679534
Pascal Biville Director 1 Oct 2006 Other 5268697
Michel Stavros Anastassiades Director 1 Jun 2008 Other 5641797
Antony Gwilym John Director 1 Jun 2009 Other 4515484
Pascale Charlotte Dennery Director 1 Jan 2010 Other 5757602
Charter Atlantic Corporation Direct owner 1 Aug 2010 75% - 100% 12-2725448
David Lincoln Ross President and chief executive officer, director 1 Aug 2010 Other 2991610
Bnp Paribas Investment Partners Usa Holdings Inc. Direct owner 1 Aug 2010 75% - 100% 12-2725448
Robin Sue Meister Chief legal officer and secretary 1 Sep 2010 Other 4347379
John Joseph Barletta Chief financial officer, treasurer 1 Jul 2011 Other 4782310
Judson Taft Bergman Chief executive officer, director 1 Dec 2011 Other 1175054
William C. Crager Executive vice-president 1 Dec 2011 Other 4451682
Scott David Grinis Executive vice-president, chief technology officer 1 Dec 2011 Other 4301868
Shelly S O'brien Secretary 1 Dec 2011 Other 4520223
Dale Joseph Seier Assistant secretary 1 Dec 2011 Other 2441308
Brandon Rockwell Thomas Chief investment officer 1 Dec 2011 Other 2071577
Timothy Steven Stearns Chief compliance officer 1 Dec 2011 Other 1327230
Inc. Envestnet Shareholder 1 Dec 2011 75% - 100% 20-1409613

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bnp Paribas Indirect owner 1 Jan 1988 75% - 100% 94-1677765
Bnp Paribas Sa Indirect owner 1 Jan 1988 75% - 100% 94-1677765
Robert Egidio Delcol Trustee 1 Jan 1997 Other 1513208
Robert Egidio Delcol Trustee 1 Nov 1999 Other 1513208
Charles Theodore O'neill Trustee 1 Nov 1999 Other 4200383
Paribas International Sa Indirect owner 1 Oct 2000 75% - 100% 000000000
Paribas North America Indirect owner 1 Aug 2010 75% - 100% 13-1929559

Based in Boston

The principal office where Fundquest Incorporated performs its advisory services is located at 75 State Street, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-924-8912. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.fundquest.com.

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