Integrated Quantitative Investments Llc
- Regulatory AUM
- $845M
- Discretionary
- $845M
- Clients
- 16
- Avg AUM / client
- $52.8M
- Accounts
- 19
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2 | $691K | 0.08% |
| State or municipal government entities | 13 | $841M | 99.5% |
| Corporations and other businesses | 1 | $3.2M | 0.38% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Artemiza Woodgate | Co Ceo, Cio | Jul 2020 (6y) | 25% – 50% | |
| Kirsten Anna Syverson | Co Ceo, Cco, Coo, Cfo | CFA | Jul 2020 (6y) | 25% – 50% |
| Giorah Isabella Lo Bour | Researcher And Portfolio Mangager | CFA | Jun 2022 (4y) | 5% – 10% |
| Henry, Noel, Francis | Head Of Sales And Marketing | Jul 2023 (3y) | 5% – 10% | |
| Shicong Wang | Registered representative | CFA | Aug 2022 (4y) | |
| Dung Le Tran | Registered representative | Oct 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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) | 02/10/2026 | 1020 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 individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $209M (25% of AUM) Feb 2026
- J.P. Morgan $135M (16% of AUM) Feb 2026
- Northern Trust $42.0M (5% of AUM) Feb 2026
- BNY Mellon $31.6M (4% of AUM) Feb 2026
- First Horizon Bank $19.5M (2% of AUM) Feb 2026
- Interactive Brokers $565K (0% of AUM) Feb 2026
- Angstrom Investment Securities, Inc. $500K (2% of AUM) Jul 2023
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: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗