Quantinno Capital Management Lp
- Regulatory AUM
- $60.9B
- Discretionary
- $60.9B
- Clients
- 8,264
- Avg AUM / client
- $7.4M
- Accounts
- 8,264
- Employees
- 53
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 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 |
|---|---|---|---|
| High net worth individuals | 8,263 | $60.1B | 98.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $805M | 1.32% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $39.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Quantinno Fundamental Arbitrage Fund Lp | Hedge Fund | Delaware | $39.7M | 12 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kim, Hoon, Nmn | Managing Principal & Chief Investment Officer, Limited Partner | Apr 2018 (8y) | 50% – 75% | |
| Kim, Albert, Min | Director, Partner | Oct 2020 (6y) | 10% – 25% | |
| Giordano, Paul, Anthony | Chief Technology Officer, Partner | Apr 2021 (5y) | 5% – 10% | |
| Saunders, Todd, Daniel | Chief Compliance Officer, Chief Operating Officer, Partner | Apr 2021 (5y) | 10% – 25% | |
| Shirley, Glenn, Thomas | Director, Partner | Apr 2021 (5y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Quantinno Capital Llc | General Partner | Apr 2018 | A | Less than 5% |
Undisclosed: 0% – 20% 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, $39.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Quantinno Fundamental Arbitrage Fund Lp | Hedge Fund | $39.7M | $5.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.25 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- National Financial Services (Fidelity) $31.9B (52% of AUM) Mar 2026
- Charles Schwab & Co. $19.2B (32% of AUM) Mar 2026
- Pershing $8.3B (14% of AUM) Mar 2026
- Fidelity Brokerage Services $330M (46% of AUM) Jul 2022
- Interactive Brokers $20.8M (0% of AUM) Aug 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) ↗