← Directory

INTEGRATED QUANTITATIVE INVESTMENTS LLC

CRD 310106File 801-128606
APPROVED
Retail clients
Filing as of Feb 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$844.8M
Above cohort median (national)
Discretionary AUM
$844.8M
Clients
16
19 accounts
Employees
6
Above cohort median in WA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Aug 24, 2023
Principal office
13555 SE 36TH AVE SE SUITE 100, BELLEVUE, WA, 98006
Phone
617-686-2008

Assets & accounts

ADV Item 5F
Total regulatory AUM
$844.8M
Discretionary AUM
$844.8M
Non-discretionary AUM
$0
Discretionary accounts
19
Non-discretionary accounts
0
Total accounts
19
AUM per client
$52.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$3.2M
High net worth individualsFewer than 5$691K
State or municipal government entities13$840.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • 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 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.