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QUALIVIAN INVESTMENT PARTNERS

Legal name: QUALIVIAN INVESTMENT PARTNERS LP

CRD 291227File 801-136303
APPROVED
Custody
Filing as of Apr 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.8M
Bottom 25% of cohort (national)
Discretionary AUM
$2.8M
Clients
3
2 accounts
Employees
2

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
BRO
Registration date
May 18, 2026
Principal office
Not reported
Phone
617-970-9583
Website
https://www.qualivian.com/

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.8M
Discretionary AUM
$2.8M
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
$940K

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$0
Other investment advisers1$0
Pooled investment vehicles1$2.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — MODEL DISTRIBUTION / SHARE OF ETF PROFITS AFTER EXPENSES
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Jun 1, 2026Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “QUALIVIAN INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QUALIVIAN INVESTMENT” 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.