Firm profile

INTEGRATED QUANTITATIVE INVESTMENTS LLC

BELLEVUE, WACRD 310106Latest ADV February 10, 2026

Integrated Quantitative Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated February 10, 2026, reports $845M in regulatory assets under management, 6 employees, 6 offices, and 19 accounts.

Assets Under Management
$845M
Employees
6
Offices
6 offices
Total Clients
16
Primary office
BELLEVUE, WA
13555 SE 36TH AVE SE SUITE 100, BELLEVUE, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOKirsten A. Syverson
CCOKirsten A. Syverson
CFOShicong Wang

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentGovernment represent 81.3% of total clients.
Top client categories% of clientsClients
1
Government
81.3%
13
2
HNWI
12.5%
2
3
Corporations
6.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$845Mas of February 10, 2026
Discretionary100.0%
$845M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$845M
Total Accounts19
10Y AUM Change+$819M (+3149.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee3:1
10Y Employee Change+1 (+20.0%)

* 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.