Aqs Asset Management, L.L.C.
- Regulatory AUM
- $4.1B
- Discretionary
- $4.1B
- Clients
- 11
- Avg AUM / client
- $370M
- Accounts
- 13
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Insurance companies | 11 | $4.1B | 100.0% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Catholic Holy Family Society EIN 362201108 | Belleville, IL | 12/31/2024 |
| Luso American Financial A Fraternal Benefit Society EIN 940401313 | Dublin, CA | 12/31/2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Byron Lee White | Chief Compliance Officer/Managing Director | Mar 2004 (22y) | 50% – 75% | |
| John Larry White | Managing Director | Mar 2004 (22y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (2)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Catholic Holy Family Society | Public charity | $212M | 12/31/2024 |
| Luso American Financial A Fraternal Benefit Society | Public charity | $142M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northwest Bank $2.0B (48% of AUM) Mar 2026
- Merrill Lynch $1.4B (44% of AUM) Feb 2023
- Pnc Bank $1.1B (49% of AUM) Jan 2018
- Keybank National Association $464M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗