Quillu Inc
- Regulatory AUM
- $30.0M
- Discretionary
- $30.0M
- Clients
- 8,400
- Avg AUM / client
- $3.6K
- Accounts
- 8,400
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8,400 | $30.0M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Graham, Paul | Founder | Mar 2005 (21y) | ≈ 1.25% – 5% via Y Combinator Llc | |
| Rikin Shah | Ceo, Cco | Mar 2016 (10y) | 50% – 75% | |
| Jessie Jie Xin Li | Coo | CFA | Jul 2017 (9y) | 5% – 10% |
| Malam, Dharmesh | Board Member | Jul 2017 (9y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Y Combinator Llc | Owner | Apr 2014 | A | 5% – 10% |
Estimated effective ownership (look-through of filed bands):
- Graham, Paul: 25% – 50% of Y Combinator Llc × 5% – 10% direct ≈ 1.25% – 5% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 908 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Matrix Trust Company $22.1M (74% of AUM) Mar 2026
- TD Ameritrade $18.6M (100% of AUM) May 2020
- The Vanguard Group, Inc. $5.0M (40% of AUM) Feb 2018
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 26, 2026.
View current Form ADV (SEC/IAPD) ↗