Pgim Quantitative Solutions Llc
- Regulatory AUM
- $111B
- Discretionary
- $108B
- Clients
- 117
- Avg AUM / client
- $948M
- Accounts
- 234
- Employees
- 147
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Asset allocation (SMA assets by investment type)
as of Jul 01, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 79 | $87.5B | 78.8% |
| Pooled investment vehicles (non-investment companies) | 8 | $4.1B | 3.7% |
| Pension and profit sharing plans | 11 | $2.2B | 1.97% |
| Charitable organizations | 2 | $313M | 0.28% |
| State or municipal government entities | 7 | $4.2B | 3.79% |
| Insurance companies | 4 | $8.4B | 7.57% |
| Sovereign wealth funds and foreign official institutions | 1 | $479M | 0.43% |
| Corporations and other businesses | 1 | $509M | 0.46% |
| Other | 4 | $3.3B | 2.96% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $225M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pgim Quant Solutions Us Small Cap Core Equity Fund Of The Prudential Trust Company Institutional Bus | Other Private Fund | Massachusetts | $140M | 2 |
| Pgim Quant Solutions S&P 500 Index Fund Of The Prudential Trust Company Institutional Business Trust | Other Private Fund | Massachusetts | $85.3M | 3 |
| Pgim Quant Solutions Emerging Markets Small Cap Equity Fund Of The Prudential Trust Company Institut | Other Private Fund | Massachusetts | $0 | 0 |
| Pgim Quant Solutions Emerging Markets Ex China Core Equity Fund Of The Prudential Trust Company Inst | Other Private Fund | Massachusetts | $0 | 0 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Boilermakers National Annuity Trust Board Of Trustees Boilermakers National Annuity | 2024 | |
| Suburban Teamsters Of Northern Illinois Pension Plan Trustees Of Suburban Teamsters Of Northern Illinois Pension Fund | 2024 | |
| The Pension Plan Of Arrowood Indemnity Company Arrowpoint Group, Inc | 2024 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hunt, David, Alexander | Member, Board Of Managers | Nov 2011 (15y) | Less than 5% | |
| Gibson, Linda, Tilton | President, Ceo & Chairman, Board Of Managers | Jul 2019 (7y) | Less than 5% | |
| Parangi, Mahsa | Chief Legal Officer | Apr 2020 (6y) | Less than 5% | |
| Patterson, George, Nicholas | Chief Investment Officer | Jul 2020 (6y) | Less than 5% | |
| Kloczkowski, Adam | Chief Financial Officer, Chief Operating Officer, Controller | Sep 2020 (6y) | Less than 5% | |
| Pallitto, Dawn | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Carroll, Brian, James | Member, Board Of Managers | Dec 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pgim, Inc. | Member | Nov 2003 | A | 75% or more |
| Pgim Holding Company Llc | Shareholder | Jun 2000 | B | ≈ 56.25% – 100% via Pgim, Inc. |
| Prudential Financial, Inc. | Shareholder | Dec 2001 | B | ≈ 42.19% – 100% via Pgim Holding Company Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pgim Holding Company Llc: 75% – 100% of Pgim, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Prudential Financial, Inc.: 75% – 100% of Pgim Holding Company Llc × 75% – 100% of Pgim, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $225M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pgim Quant Solutions Us Small Cap Core Equity Fund Of The Prudential Trust Company Institutional Bus | Other Private Fund | $140M | $5.0M | 2 |
| Pgim Quant Solutions S&P 500 Index Fund Of The Prudential Trust Company Institutional Business Trust | Other Private Fund | $85.3M | $5.0M | 3 |
| Pgim Quant Solutions Emerging Markets Small Cap Equity Fund Of The Prudential Trust Company Institut | Other Private Fund | $0 | $5.0M | 0 |
| Pgim Quant Solutions Emerging Markets Ex China Core Equity Fund Of The Prudential Trust Company Inst | Other Private Fund | $0 | $5.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Boilermakers National Annuity Trust | Board Of Trustees Boilermakers National Annuity | 27,657 | $1.3B | 01/01/2024 |
| Suburban Teamsters Of Northern Illinois Pension Plan | Trustees Of Suburban Teamsters Of Northern Illinois Pension Fund | 2,965 | $922M | 01/01/2024 |
| The Pension Plan Of Arrowood Indemnity Company | Arrowpoint Group, Inc | 69 | $525M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 2.67 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $9.1B (8% of AUM) Jul 2026
- J.P. Morgan $3.0B (3% of AUM) Jul 2026
- BNY Mellon $2.4B (2% of AUM) Jul 2026
- Northern Trust $1.8B (2% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗