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QVR ADVISORS
Legal name: QVR LLC
CRD 288357File 801-110989
APPROVED
Custody
Disclosure events
Filing as of Mar 18, 2026
Feed vintage Sep 24, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.13B
Clients
9
9 accounts
Employees
7
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 15, 2017
- Principal office
- 505 MONTGOMERY STREET, SUITE 1102, SAN FRANCISCO, CA, 94111
- Phone
- 510-684-8343
- Website
- HTTPS://WWW.QVRADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.13B
- Discretionary AUM
- $1.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $125.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $1.13B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 6 | 9 | increased by3 |
| Apr 1, 2026 | AUM | $391,359,024 | $1,129,999,106 | increased by$738,640,082 |
| Apr 1, 2026 | Accounts | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $672,351,396 | $391,359,024 | decreased by$280,992,372 |
| Apr 1, 2022 | Employees | 5 | 7 | increased by2 |
| Apr 1, 2022 | Clients | 12 | 7 | decreased by5 |
| Apr 1, 2022 | AUM | $503,316,267 | $672,351,396 | increased by$169,035,129 |
| Apr 1, 2022 | Accounts | 4 | 6 | increased by2 |
| 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 “QVR ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QVR ADVISORS” 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.