Quantbot Technologies, Lp
- Regulatory AUM
- $6.7B
- Discretionary
- $6.7B
- Clients
- 9
- Avg AUM / client
- $739M
- Accounts
- 9
- Employees
- 87
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Investments (13F portfolio — 1,650 positions, $2,443,986,537)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | COM | $23,616,846 | 63,800 | 0.97% | 0.36% |
| 2 | Norfolk Southern Corp | COM | $17,419,465 | 60,695 | 0.71% | 0.26% |
| 3 | General Dynamics Corp | COM | $16,706,920 | 48,677 | 0.68% | 0.25% |
| 4 | Alphabet Inc Cl A | COM | $15,069,007 | 52,403 | 0.62% | 0.23% |
| 5 | Copart Inc | COM | $14,880,506 | 448,208 | 0.61% | 0.22% |
| 6 | Five Below | COM | $14,289,368 | 62,541 | 0.58% | 0.21% |
| 7 | Vici Properties Inc | COM | $13,950,302 | 510,626 | 0.57% | 0.21% |
| 8 | Apple Inc | COM | $13,794,755 | 54,355 | 0.56% | 0.21% |
| 9 | Agilent Technologies Inc | COM | $13,667,228 | 119,909 | 0.56% | 0.21% |
| 10 | Tjx Companies Inc | COM | $13,360,502 | 83,660 | 0.55% | 0.2% |
| 11 | Ametek Inc | COM | $13,158,489 | 61,385 | 0.54% | 0.2% |
| 12 | Veralto Corp | COM | $12,802,509 | 144,792 | 0.52% | 0.19% |
| 13 | Bank Ozk | COM | $12,538,295 | 273,225 | 0.51% | 0.19% |
| 14 | Visa Inc Class A Shares | COM | $12,082,346 | 39,976 | 0.49% | 0.18% |
| 15 | Canadian Natl Railway Co | COM | $11,817,522 | 114,990 | 0.48% | 0.18% |
| 16 | Agree Realty Corp | COM | $11,672,970 | 154,855 | 0.48% | 0.18% |
| 17 | Abbott Laboratories | COM | $11,663,312 | 113,600 | 0.48% | 0.18% |
| 18 | Wr Berkley Corp | COM | $11,430,914 | 172,464 | 0.47% | 0.17% |
| 19 | Ameriprise Financial Inc | COM | $11,163,772 | 25,121 | 0.46% | 0.17% |
| 20 | Ss C Technologies Holdings | COM | $11,017,356 | 163,051 | 0.45% | 0.17% |
| 21 | 3 M Co | COM | $11,017,003 | 75,859 | 0.45% | 0.17% |
| 22 | Occidental Petroleum Corp | COM | $10,923,965 | 168,061 | 0.45% | 0.16% |
| 23 | Otis Worldwide Corp | COM | $10,392,928 | 134,833 | 0.43% | 0.16% |
| 24 | General Motors Co | COM | $10,305,064 | 138,323 | 0.42% | 0.15% |
| 25 | Cbre Group Inc A | COM | $10,080,662 | 74,418 | 0.41% | 0.15% |
Top 25 of 1,650 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $6.7B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $58.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Quantbot Management Fund Lp | Hedge Fund | Delaware | $54.1M | 28 |
| Quantbot Management Master Fund Spc Ltd. Segregated Portfolio I master | Hedge Fund | Cayman Islands | $3.9M | 1 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lisak, Michael | Initial Partner | Mar 2009 (17y) | 25% – 50% | |
| Mahboob, Ashar | Cio And Initial Partner | Mar 2009 (17y) | 25% – 50% | |
| White, Paul, Edward | Ceo, President And Initial Partner | Mar 2009 (17y) | 25% – 50% | |
| Wisdom Spielfogel, Debra, Marie | Cco, General Counsel | Jan 2015 (12y) | Less than 5% | |
| Crimi, Thomas, Valentino | Cto | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Quantbot Technologies Gp, Llc | General Partner | Dec 2013 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (2, $58.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Quantbot Management Fund Lp | Hedge Fund | $54.1M | $100K | 28 |
| Quantbot Management Master Fund Spc Ltd. Segregated Portfolio I | Hedge Fund | $3.9M | $100K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.55 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗