← Directory
QIC
Legal name: QIC US INVESTMENT SERVICES INC
CRD 161705File 801-74064
APPROVED
Custody
Disclosure events
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.78B
Top 10% of cohort (national)
Discretionary AUM
$2.96B
Non-discretionary $4.82B
Clients
21
21 accounts
Employees
28
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
- Website
- HTTP://WWW.QIC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.78B
- Discretionary AUM
- $2.96B
- Non-discretionary AUM
- $4.82B
- Discretionary accounts
- 14
- Non-discretionary accounts
- 7
- Total accounts
- 21
- AUM per client
- $370.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 21 | $7.78B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 26, 2026 | Employees | 30 | 28 | decreased by2 |
| Sep 26, 2026 | AUM | $7,524,366,517 | $7,781,057,459 | increased by$256,690,942 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 24 | 30 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,300,758,538 | $7,524,366,517 | increased by$1,223,607,979 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 24 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 21 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,696,389,709 | $6,300,758,538 | increased by$4,604,368,829 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 21 | increased by16 |
| Oct 1, 2022 | Employees | 15 | 21 | increased by6 |
| Oct 1, 2022 | AUM | $1,601,177,270 | $1,696,389,709 | increased by$95,212,439 |
| Oct 1, 2022 | Accounts | 4 | 5 | increased by1 |
| Oct 1, 2021 | Employees | 16 | 15 | decreased by1 |
| Oct 1, 2021 | Clients | 5 | 4 | decreased by1 |
| Oct 1, 2021 | AUM | $3,348,508,141 | $1,601,177,270 | decreased by$1,747,330,871 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QIC” may also match similarly-named firms). Confirm identity against each filing.
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.