Quona Capital, LLC is a large advisory firm based in Washington. It manages $246.49 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of District of Columbia.
Quona Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quona Capital, LLC is $246.49 million. $231.6 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Quona Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Quona Capital is pooled investment vehicles with 2 clients and $229.6 million of assets under management. Among the 10 most similar advisory firms, Quona Capital has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $246.49 million for 4 clients. 75% of the firm’s clients are foreign persons or businesses.
Quona Capital also advises several private funds. Namely, two venture capital funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.
The company employs 24 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Quona Capital, LLC performs its advisory services is located at 1101 15 Th Street Nw, Washington, DC 20005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-706-5886 or by fax 202-521-4064. The normal business hours are 9:00am - 5:00pm on Monday - Friday.