QUANTITATIVE PROCESS, LLC

CRD 165699 · SEC 801-79279

10700 SIKES PLACE, SUITE 395, CHARLOTTE, NC, 28277, United States

Phone

888-253-3292

Fax

980-245-8991

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$502.1M

Discretionary AUM

$217.4M

Team

3 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	111	$22.1M
High net worth individuals	46	$81.4M
Pension/profit sharing plans	48	$398.6M

NC, SC

Official SEC filing: View on IAPD