Clients
Quantinno Capital Management serves 8,264 clients, 8,263 of them high-net-worth individuals. The average client has about $7.4 million with the firm, and high-net-worth clients hold 99% of its $60.9 billion in assets.
- High-net-worth individuals8,263 clients99%
- Pooled investment vehicles1 clients1%
What it does
Quantinno Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Quantinno Capital Management provided financial planning to 0 clients last fiscal year and advises 1 private funds.
100.0% of assets ($60.91B across 8,264 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
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| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 8,263 | $60,103,352,746 | 98.7% | $7.27M |
| Pooled investment vehicles | 1 | $804,591,376 | 1.3% | $804.6M |
| Total | 8,264 | $60,907,944,122 | 100% | $7.37M |
- Regulatory AUM
- $60,103,352,746
- Share
- 98.7%
- Avg. per client
- $7.27M
- Regulatory AUM
- $804,591,376
- Share
- 1.3%
- Avg. per client
- $804.6M
What the accounts hold
- Stocks99%
- Funds1%
Custodians
Quantinno Capital Management’s client accounts are held mainly at Fidelity, with 52% of managed assets, and Charles Schwab, with 32%. Quantinno Capital Management has custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $31.91B52%
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $8.34B14%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $19.20B32%
- All other custodians$1.45B2%
Ownership and leadership
Hoon Kim owns 50% to 75% of Quantinno Capital Management, and Hoon Kim is its CEO.
- Owns 50% to 75% of Quantinno Capital Management LP
Hoon Kim
Control person · since April 2018
- Owns 10% to 25% of Quantinno Capital Management LP
Albert Kim
Control person · since October 2020
- Owns 5% to 10% of Quantinno Capital Management LP
Todd Saunders
Control person · since April 2021
- Owns 5% to 10% of Quantinno Capital Management LP
Glenn Shirley
Control person · since April 2021
- Owns 5% to 10% of Quantinno Capital Management LP
Paul Giordano
Control person · since April 2021
Leadership
- Hoon KimManaging Principal & Chief Executive Officer & Co-Chief Investment Officer, Limited Partner
- Todd SaundersChief Operating Officer, Limited Partner
- Ross BogatchChief Compliance Officer & Head of Legal
- Paul GiordanoChief Technology Officer, Limited Partner
- Albert KimChief Investment Officer, Limited Partner
- Glenn ShirleyDirector, Limited Partner
Staff
- 53 employees
- 13 in advisory functions
- 1 soliciting firm
Reported holdings
Quantinno Capital Management’s reported 13F holdings total $83.35B across 3,434 positions, and the ten largest make up 22.4% of it.
- $83.35B
- Reported 13F value
- 3,434
- Positions
- 22.4%
- In the 10 largest
- +39.1%
- Value vs. prior quarter
- Nvidia Corporation5.6%
- Apple Inc.4.9%
- Microsoft Corp.2.1%
- Alphabet Inc. · Cap Stk CL A1.9%
- Amazon Com Inc.1.9%
- Alphabet Inc. · Cap Stk CL C1.6%
- Broadcom Inc.1.3%
- Meta Platforms Inc. · CL A1.2%
- Micron Technology Inc.1.0%
- Tesla Inc.0.9%
Together, the ten largest are 22.4% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $83.35B is not its $60.91B in regulatory assets and does not represent any individual client's portfolio.
Fees
Quantinno Capital Management is paid through a percentage of assets under management and performance-based fees.
Quantinno Capital Management’s fee rates are not included in this profile. Read its fee schedule in its SEC-filed brochure.
Offices and registrations
Besides its headquarters, Quantinno Capital Management has 1 office, with 2 listed addresses across 2 states.
Massachusetts · 1 listed address
- 125 High Street, Boston
New York · 1 listed address
- 101 Park Avenue, 23rd Floor, New YorkHQ
Registration details
- Legal name
- Quantinno Capital Management LP
- Headquarters
- 101 Park Avenue, 23rd Floor, New York, NY 10178
- Phone
- 212-812-8471
- Website
- www.quantinno.com
- SEC file
- 801-114071
- Founded
- 2018
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Quantinno Capital Management have?
Quantinno Capital Management has 8,264 clients and manages $60.9 billion for them, as of September 2026. They include 8,263 high-net-worth individuals and 1 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Quantinno Capital Management offer?
Quantinno Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Quantinno Capital Management use?
Quantinno Capital Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $31,912,759,039, Charles Schwab & Co., Inc. (Westlake, TX), with $19,201,565,275 and Pershing Advisor Solutions LLC (Jersey City, NJ), with $8,340,063,392. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Quantinno Capital Management have?
Quantinno Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 53 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Quantinno Capital Management invest in?
At the end of its last fiscal year, Quantinno Capital Management’s separately managed accounts held 99% exchange-traded equities and 1% registered funds (mutual funds, ETFs, BDCs). It advises 1 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quantinno Capital Management?
Quantinno Capital Management’s direct owners are Hoon Kim (50% to 75%), Todd Saunders (5% to 10%), Albert Kim (10% to 25%), Glenn Shirley (5% to 10%) and Paul Giordano (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Quantinno Capital Management get paid?
Quantinno Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file