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QP GLOBAL FAMILY OFFICES, LLC

CRD 294879 · SEC 801-112913

Visit website

115 EAST PUTNAM AVENUE, 3RD FLOOR, GREENWICH, CT, 06830, United States

Phone

646-828-8883

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.05B

Discretionary AUM

$112.0M

Team

9 total employees; 5 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals10$936.0M
Charitable organizations5$112.0M

States served

CT

All web addresses on file

Official SEC filing: View on IAPD