Qsemble Capital Management, LP (New York City)


Qsemble Capital Management, LP is a large advisory firm based in New York City. It manages $227.18 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.

Qsemble Capital 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.

Qsemble Capital Management: assets under management

The assets under management (AUM) of Qsemble Capital Management, LP is $227.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 227181284% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $227.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $227.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Qsemble Capital Management, LP 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.

What kind of clients Qsemble Capital Management serves?

The only and largest group of clients of Qsemble Capital Management is pooled investment vehicles with 1 clients and $227.18 million of assets under management. Among the 12 most similar advisory firms, Qsemble Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $227.18 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Qsemble Capital Management also advises several private funds.

Careers at Qsemble Capital Management, LP

The company employs 4 people that are either part- or full-time employees. 100 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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Steven Hwa Lin Principal 1 Jul 2017 75% - 100% 5071763
Qsemble Capital Management Gp Llc General partner 1 Jul 2017 Other 82-2059749
Sarah Kyung Oh Limited partner 1 Jul 2017 Other 6888331
Ann Marie Swanson Chief compliance officer 1 Sep 2017 Other 4684405
Colleen Elizabeth Corwell Chief compliance officer 1 Jan 2019 Other 4154751

Based in New York City

The principal office where Qsemble Capital Management, LP performs its advisory services is located at 1 Rockefeller Plaza, New York City, NY 10020, 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 646-813-3501. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at qsemble.com/.