Qp Global Family Offices, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $112M
- Clients
- 15
- Avg AUM / client
- $69.9M
- Accounts
- 243
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 10 | $936M | 89.3% |
| Charitable organizations | 5 | $112M | 10.7% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $2.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Qp Co Invest I, Llc | Private Equity Fund | Delaware | $2.2M | 6 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Macmillan, Brendan, Paul | Chief Investment Officer | Dec 2017 (9y) | Less than 5% | |
| Warren, Michael, James | Chairman Of The Board | Sep 2018 (8y) | 10% – 25% | |
| Pauley, Peter, Sanford | Chief Executive Officer | Nov 2023 (3y) | Less than 5% | |
| Lohwater, Karl, Willem | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Qp Gfo Holdings, Llc | Owner | Jun 2019 | A | 75% or more |
Undisclosed: 0% – 15% 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 (1, $2.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Qp Co Invest I, Llc | Private Equity Fund | $2.2M | $100K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 950 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Goldman Sachs $304M (21% of AUM) Sep 2024
- BNY Mellon $190M (13% of AUM) Sep 2024
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗