QRG CAPITAL MANAGEMENT, INC.
CRD #305277 SEC #801-118081 CHICAGO, IL 312-827-2800
SEC Registered
Total AUM
$11.4B
Discretionary
$11.4B
Employees
14
Clients
0
Accounts
16,768
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CRAGER, WILLIAM, C. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CRAGER, WILLIAM, C. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CRAGER, WILLIAM, C. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CRAGER, WILLIAM, C. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CRAGER, WILLIAM, C. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CRAGER, WILLIAM, C. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CRAGER, WILLIAM, C. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| EVANS, KATHRYN, MICHELE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| EVANS, KATHRYN, MICHELE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| EVANS, KATHRYN, MICHELE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FOX, JAMES, LAWRENCE | I | INTERIM CHIEF EXECUTIVE OFFICER | NA | Control |
| FOX, JAMES, LAWRENCE | I | INTERIM CHIEF EXECUTIVE OFFICER | NA | Control |
| FOX, JAMES, LAWRENCE | I | INTERIM CHIEF EXECUTIVE OFFICER | NA | Control |
| FOX, JAMES, LAWRENCE | I | INTERIM CHIEF EXECUTIVE OFFICER | NA | Control |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIN, DAVID, Lee | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hofmann, John | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hofmann, John | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CORPORATE SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CORPORATE SECRETARY | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CIO/MANAGING PRINCIPAL | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CIO/MANAGING PRINCIPAL | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CIO/MANAGING PRINCIPAL | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CIO/MANAGING PRINCIPAL | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CIO/MANAGING PRINCIPAL | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CIO/MANAGING PRINCIPAL | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER /MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER /MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, CHRISTOPHER, RUSSELL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TODD, CHRISTOPHER, RUSSELL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TODD, CHRISTOPHER, RUSSELL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TODD, CHRISTOPHER, RUSSELL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TODD, CHRISTOPHER, RUSSELL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WARREN, JOSHUA, B. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WARREN, JOSHUA, B. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ZVINGELIS, JANIS | I | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | NA | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BCPE PEQUOD BUYER, INC. | DE | ENVESTNET, INC. | E | Control |
| BCPE PEQUOD BUYER, INC. | DE | ENVESTNET, INC. | E | Control |
| BCPE PEQUOD INTERMEDIATE, LLC | DE | BCPE PEQUOD BUYER, INC. | E | Control |
| BCPE PEQUOD INTERMEDIATE, LLC | DE | BCPE PEQUOD BUYER, INC. | E | Control |
| BCPE PEQUOD PARENT , INC. | DE | BCPE PEQUOD INTERMEDIATE, LLC | E | Control |
| BCPE PEQUOD PARENT , INC. | DE | BCPE PEQUOD INTERMEDIATE, LLC | E | Control |
| BCPE PEQUOD TOPCO, LP | DE | BCPE PEQUOD PARENT , INC. | E | Control |
| BCPE PEQUOD TOPCO, LP | DE | BCPE PEQUOD PARENT , INC. | E | Control |
| BCPE PEQUOD INVESTOR, LP | DE | BCPE PEQUOD TOPCO, LP | D | Control |
| BCPE PEQUOD INVESTOR, LP | DE | BCPE PEQUOD TOPCO, LP | D | Control |
| BAIN CAPITAL FUND XIII, L.P. | DE | BCPE PEQUOD INVESTOR, LP | C | |
| BAIN CAPITAL FUND XIII, L.P. | DE | BCPE PEQUOD INVESTOR, LP | C |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
222 N. LASALLE ST., SUITE 625CHICAGO, IL 60601
United States
Phone: 312-827-2800