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QUANTITATIVE PROCESS, LLC
CRD 165699File 801-79279
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$502.1M
Above cohort median (national)
Discretionary AUM
$217.4M
Non-discretionary $284.8M
Clients
205
288 accounts
Employees
3
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 10, 2014
- Principal office
- 10700 SIKES PLACE, SUITE 395, CHARLOTTE, NC, 28277
- Phone
- 888-253-3292
- Website
- HTTP://WWW.QUANTPRO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $502.1M
- Discretionary AUM
- $217.4M
- Non-discretionary AUM
- $284.8M
- Discretionary accounts
- 8
- Non-discretionary accounts
- 280
- Total accounts
- 288
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $81.4M |
| Pension and profit sharing plans | 48 | $398.6M |
| Individuals (other than high net worth individuals) | 111 | $22.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.