RIA Intelligence

JOCASSEE QUANTITATIVE, LLC

CRD #316865 SEC #801-122693 CHARLOTTESVILLE, VA 332-345-1122
SEC Registered Private Funds
Total AUM
$605.6M
Discretionary
$605.6M
Employees
9
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 3, 2023
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Lorig, JulieICHIEF COMPLIANCE OFFICERNA Control
Lorig, JulieICHIEF COMPLIANCE OFFICERNA Control
Lorig, JulieICHIEF COMPLIANCE OFFICERNA Control
THOMPSON, ALLAN, JAMESIMANAGING MEMBER & PORTFOLIO MANAGERE Control
THOMPSON, ALLAN, JAMESIMANAGING MEMBER & PORTFOLIO MANAGERE Control
THOMPSON, ALLAN, JAMESIMANAGING MEMBER & PORTFOLIO MANAGERE Control

Registrations

Federal

IA
Mar 3, 2023 REGISTERED

Notice Filings (2)

NY VA

Address

240 W MAIN STREET
SUITE 305
CHARLOTTESVILLE, VA 22902
United States
Phone: 332-345-1122