Qtron Investments Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 8
- Avg AUM / client
- $153M
- Accounts
- 8
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $596M | 48.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $79.8M | 6.51% |
| Pension and profit sharing plans | 1 | $110M | 8.94% |
| State or municipal government entities | 4 | $442M | 36.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Qtron Stock Booster Equity Fund, Lp | Hedge Fund | Delaware | $926K | 2 |
| Qtron Stock Booster Equity Long Short Fund, Lp | Hedge Fund | Delaware | $492K | 2 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dmitri Nmn Kantsyrev | Managing Member / Co Founder / Director | CFA | May 2016 (10y) | 50% – 75% |
| Hsiaoping Ronald Hua | Managing Member / Co Founder / Director | CFA | May 2016 (10y) | 50% – 75% |
| Samarzija, Aida, Snjezana | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% |
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.
Private funds (2, $1.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Qtron Stock Booster Equity Fund, Lp | Hedge Fund | $926K | $50.0K | 2 |
| Qtron Stock Booster Equity Long Short Fund, Lp | Hedge Fund | $492K | $50.0K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.33 MB | 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 investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Brown Brothers Harriman & Co. $711M (64% of AUM) Apr 2021
- Caceis Bank $596M (49% of AUM) Mar 2026
- J.P. Morgan $312M (25% of AUM) Mar 2026
- State Street $129M (11% of AUM) Mar 2026
- Kas Bank Nv $112M (29% of AUM) Mar 2019
- Fidelity Management Trust Company $101M (10% of AUM) Jan 2026
- Citibank $52.4M (4% of AUM) Mar 2024
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗