Qp Global Family Offices, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated March 31, 2026, reports $1.0B in regulatory assets under management, 9 employees, 2 offices, and 243 accounts.
Assets Under Management
$1.0B
Employees
9
Offices
2 offices
Total Clients
15
Primary office
GREENWICH, CT
115 EAST PUTNAM AVENUE, 3RD FLOOR, GREENWICH, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
10
2
Charitable
33.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 31, 2026
Discretionary10.7%
$112M
11% of total RAUM10.7%
Non-discretionary89.3%
$936M
89% of total RAUM89.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts243
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee2:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.