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QIC

Legal name: QIC US INVESTMENT SERVICES INC

CRD 161705File 801-74064
APPROVED
Custody
Disclosure events
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.52B
Top 10% of cohort (national)
Discretionary AUM
$2.85B
Non-discretionary $4.67B
Clients
21
21 accounts
Employees
30
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Mar 30, 2012
Principal office
12 EAST 49TH STREET, 36TH FLOOR, NEW YORK, NY, 10017
Phone
212-224-8900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$7.52B
Discretionary AUM
$2.85B
Non-discretionary AUM
$4.67B
Discretionary accounts
14
Non-discretionary accounts
7
Total accounts
21
AUM per client
$358.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles21$7.52B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)LOAN ARRANGEMENT FEES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11D2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.