Quantitative Process, LLC
Quantitative Process, LLC is an SEC-registered wealth manager in Charlotte, NC with $502.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Quantitative Process, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165699, SEC 801-79279, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $502.1M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 3
- Clients
- 205
- CRD
- 165699
- Ownership
- LINDSLEY, JOSEPH, PATRICK; ROGERS, RICHARD, PATRICK
How much AUM does Quantitative Process, LLC have?
Quantitative Process, LLC reported $502.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Quantitative Process, LLC?
Disclosed owners and executives of Quantitative Process, LLC include LINDSLEY, JOSEPH, PATRICK, ROGERS, RICHARD, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.