QUANTITATIVE PROCESS, LLC
CRD #165699 SEC #801-79279 CHARLOTTE, NC 888-253-3292
SEC Registered
Total AUM
$454.4M
Discretionary
$203.8M
Employees
3
Clients
0
Accounts
277
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $454.4M | $203.8M | $250.6M | 3 | 0 |
| Mar 2024 | $408.2M | $176.8M | $231.4M | 3 | 0 |
| Mar 2023 | $382M | $155.1M | $226.9M | 3 | 0 |
| Mar 2022 | $465.8M | $184.8M | $281M | 3 | 0 |
| Mar 2021 | $279.3M | $27M | $252.3M | 3 | 0 |
| Jun 2020 | $249M | $21.6M | $227.4M | 3 | 0 |
| Mar 2020 | $249M | $21.6M | $227.4M | 3 | 0 |
| Apr 2019 | $204.8M | $18.6M | $186.2M | 3 | 0 |
| Aug 2018 | $195.8M | $5.6M | $190.2M | 3 | 0 |
| Mar 2018 | $195.8M | $5.6M | $190.2M | 3 | 0 |
| Apr 2017 | $158M | $0 | $158M | 3 | 100 |
| Feb 2017 | $158M | $0 | $158M | 3 | 100 |
| Mar 2016 | $139.9M | $0 | $139.9M | 3 | 100 |
| Mar 2015 | $143.4M | $0 | $143.4M | 3 | 100 |
| Mar 2014 | $118.9M | $0 | $118.9M | 3 | 26 |
| Mar 2014 | $118.9M | $0 | $118.9M | 3 | 26 |
| Feb 2014 | $118.9M | $0 | $118.9M | 3 | 26 |
DateMar 2025
Total AUM$454.4M
Discretionary$203.8M
Non-Disc.$250.6M
Employees3
Clients0
DateMar 2024
Total AUM$408.2M
Discretionary$176.8M
Non-Disc.$231.4M
Employees3
Clients0
DateMar 2023
Total AUM$382M
Discretionary$155.1M
Non-Disc.$226.9M
Employees3
Clients0
DateMar 2022
Total AUM$465.8M
Discretionary$184.8M
Non-Disc.$281M
Employees3
Clients0
DateMar 2021
Total AUM$279.3M
Discretionary$27M
Non-Disc.$252.3M
Employees3
Clients0
DateJun 2020
Total AUM$249M
Discretionary$21.6M
Non-Disc.$227.4M
Employees3
Clients0
DateMar 2020
Total AUM$249M
Discretionary$21.6M
Non-Disc.$227.4M
Employees3
Clients0
DateApr 2019
Total AUM$204.8M
Discretionary$18.6M
Non-Disc.$186.2M
Employees3
Clients0
DateAug 2018
Total AUM$195.8M
Discretionary$5.6M
Non-Disc.$190.2M
Employees3
Clients0
DateMar 2018
Total AUM$195.8M
Discretionary$5.6M
Non-Disc.$190.2M
Employees3
Clients0
DateApr 2017
Total AUM$158M
Discretionary$0
Non-Disc.$158M
Employees3
Clients100
DateFeb 2017
Total AUM$158M
Discretionary$0
Non-Disc.$158M
Employees3
Clients100
DateMar 2016
Total AUM$139.9M
Discretionary$0
Non-Disc.$139.9M
Employees3
Clients100
DateMar 2015
Total AUM$143.4M
Discretionary$0
Non-Disc.$143.4M
Employees3
Clients100
DateMar 2014
Total AUM$118.9M
Discretionary$0
Non-Disc.$118.9M
Employees3
Clients26
DateMar 2014
Total AUM$118.9M
Discretionary$0
Non-Disc.$118.9M
Employees3
Clients26
DateFeb 2014
Total AUM$118.9M
Discretionary$0
Non-Disc.$118.9M
Employees3
Clients26