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QTRON INVESTMENTS LLC
CRD 285608File 801-111732
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.23B
Clients
8
8 accounts
Employees
7
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 26, 2017
- Principal office
- 200 HIGH STREET, 5TH FLOOR, BOSTON, MA, 02110
- Phone
- 617-514-7340
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.23B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $153.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $595.5M |
| Pooled investment vehicles | 2 | $79.8M |
| Pension and profit sharing plans | 1 | $109.7M |
| State or municipal government entities | 4 | $441.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 7 | decreased by4 |
| Apr 1, 2026 | Clients | 9 | 8 | decreased by1 |
| Apr 1, 2026 | AUM | $1,066,011,818 | $1,226,565,854 | increased by$160,554,036 |
| Apr 1, 2026 | Accounts | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,174,416,781 | $1,066,011,818 | decreased by$108,404,963 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Clients | 7 | 10 | increased by3 |
| Apr 1, 2022 | AUM | $1,117,047,225 | $1,174,416,781 | increased by$57,369,556 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QTRON INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QTRON INVESTMENTS” 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.