Investment adviser · CRD 294879
QP GLOBAL FAMILY OFFICES, LLC
Investment adviser filing (IA)
GREENWICH, CT, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.05B Form ADV · Item 5.F
- Client accounts
- 243 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 10 | $936,000,000 | 89.3% |
| Charities | 5 | $112,000,000 | 10.7% |
Filing source
Form ADV 2086552 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
QP CO-INVEST I, LLCPrivate Equity Fund · Last reported Sep 13, 2024$2.16MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV08
Fund details & source
- Fund ID
- 805-2884260644
- Reported beneficial owners
- 6
- Minimum commitment
- $100K
- Form D file number
- 021-370125
Form ADV 1901148 · Sep 13, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
115 EAST PUTNAM AVENUE, 3RD FLOORGREENWICH, CT, 06830, United States
CRD 294879
Filing source
Form ADV 2086552 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.