Quad C Management, Inc. is a large advisory firm based in Charlottesville. It manages $2.07 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Virginia.
Quad C Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quad C Management, Inc. is $2.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Quad C Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Terrence David Daniels is pooled investment vehicles with 4 clients and $2.07 billion of assets under management. Among the 4 most similar advisory firms, Quad C Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.07 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.
Quad C Management also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 28 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Terrence David Daniels has been acting as President since 1 Jan 2008. Stephen Martin Burns joined the executive team most recently as the Class A 1 Limited Partner Of Quad C Management, L.P..
The principal office where Quad C Management, Inc. performs its advisory services is located at 200 Garrett Street, Suite M, Charlottesville, VA 22902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 434-979-2070 or by fax 434-979-1145. The normal business hours are 9 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at quadcmanagement.com.