Fundquest Incorporated (Boston)

Name: Fundquest Incorporated
Address: 75 State Street, Boston, MA, 02109
Telephone: 866-924-8912

Fundquest Incorporated is a large advisory firm based in Boston. It manages $8.26 billion of regulatory assets for 37,632 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Fundquest Incorporated provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fundquest Incorporated: assets under management

The assets under management (AUM) of Fundquest Incorporated is $8.26 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 154% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.26 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $219.49 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fundquest Incorporated for their services and products based on a percentage of assets under management and fixed 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.

Careers at Fundquest Incorporated

Robert Egidio Delcol has been acting as President since 1 Jan 1993. Brandon Rockwell Thomas has served as the Chief Investment Officer since 1 Dec 2011. Judson Taft Bergman joined the executive team most recently as the Chief Executive Officer, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Egidio Delcol	President	1 Jan 1993	25% - 50%	1513208
Peter Del Col	Chairman	1 Jan 1993	Other	4359763
Renato Mastrogiovanni	Executive vice president	1 Jan 1993	Other	4359764
Eyk Alexander De Mol Van Otterloo	Stockholder	1 Jan 1993	Other	4339176
Robert Jeremy Grantham	Shareholder	1 Jan 1993	Other	4339074
Timothy John Clift	Vp	1 Dec 1994	Other	2088320
William C. Butcher	Svp	1 Jan 1997	Other	4359828
Del Col Family Irrevocable Trust Of 1997	Shareholder	1 Mar 1997	Other	04-6850489
Charlton Mac Veagh	Svp	1 Sep 1997	Other	4359834
Robert Del Col 1999 Retained Annuity Trust	Shareholder	1 Nov 1999	Other	xxx-xx-xxxx
Roy Bertram Simpson	Director	1 May 2000	Other	2063883
Stephen Parker	Director	1 May 2000	Other	356780
Jp Morgan Partners	Shareholder	1 May 2000	Other	13-3371829
Eric Alan Green	Director	1 May 2000	Other	4432236
John Robert Wallace	Cfo	1 Sep 2000	Other	2315903
Robert Del Col 1999 Remainder Trust	Shareholder	1 Oct 2003	Other	xxx-xx-xxxx
Brook L Cuddy	Director	1 Feb 2004	Other	4783294
Maura Lenore Tomaszewski	Chief compliance officer	1 Apr 2004	Other	2546041
Carty Yun Kong Chock	Director	1 Aug 2004	Other	2535000
Maura Lenore Tomaszewski	Chief compliance officer	1 Sep 2004	Other	2546041
Geoffrey Teale Chalmers	Chief compliance officer	1 Mar 2005	Other	1986599
Scott Lawrence Donnelly	Chief compliance officer	1 May 2005	Other	2407264
Peter Del Col	Director	1 Jun 2005	Other	4359763
Gilles Glicenstein	Director	1 Jun 2005	Other	4589338
Pierre Marc Lapomme	Director	1 Jun 2005	Other	2230684
Marc Raynaud	Director	1 Jun 2005	Other	4728360
Everett M. Schenk	Director	1 Jun 2005	Other	4347883
Philippe Marchessaux	Director	1 Jun 2005	Other	5122339
Vincent Lecomte	Director	1 Jun 2005	Other	5123381
Paribas North America	Direct owner	1 Aug 2005	75% - 100%	13-1929559
Inc. Paribas North America	Direct owner	1 Aug 2005	75% - 100%	13-1929559
James Lawrence Fox	Evp chief operating officer	1 Oct 2005	Other	2679534
Pascal Biville	Director	1 Oct 2006	Other	5268697
Michel Stavros Anastassiades	Director	1 Jun 2008	Other	5641797
Antony Gwilym John	Director	1 Jun 2009	Other	4515484
Pascale Charlotte Dennery	Director	1 Jan 2010	Other	5757602
Charter Atlantic Corporation	Direct owner	1 Aug 2010	75% - 100%	12-2725448
David Lincoln Ross	President and chief executive officer, director	1 Aug 2010	Other	2991610
Bnp Paribas Investment Partners Usa Holdings Inc.	Direct owner	1 Aug 2010	75% - 100%	12-2725448
Robin Sue Meister	Chief legal officer and secretary	1 Sep 2010	Other	4347379
John Joseph Barletta	Chief financial officer, treasurer	1 Jul 2011	Other	4782310
Judson Taft Bergman	Chief executive officer, director	1 Dec 2011	Other	1175054
William C. Crager	Executive vice-president	1 Dec 2011	Other	4451682
Scott David Grinis	Executive vice-president, chief technology officer	1 Dec 2011	Other	4301868
Shelly S O'brien	Secretary	1 Dec 2011	Other	4520223
Dale Joseph Seier	Assistant secretary	1 Dec 2011	Other	2441308
Brandon Rockwell Thomas	Chief investment officer	1 Dec 2011	Other	2071577
Timothy Steven Stearns	Chief compliance officer	1 Dec 2011	Other	1327230
Inc. Envestnet	Shareholder	1 Dec 2011	75% - 100%	20-1409613

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bnp Paribas	Indirect owner	1 Jan 1988	75% - 100%	94-1677765
Bnp Paribas Sa	Indirect owner	1 Jan 1988	75% - 100%	94-1677765
Robert Egidio Delcol	Trustee	1 Jan 1997	Other	1513208
Robert Egidio Delcol	Trustee	1 Nov 1999	Other	1513208
Charles Theodore O'neill	Trustee	1 Nov 1999	Other	4200383
Paribas International Sa	Indirect owner	1 Oct 2000	75% - 100%	000000000
Paribas North America	Indirect owner	1 Aug 2010	75% - 100%	13-1929559

Based in Boston

The principal office where Fundquest Incorporated performs its advisory services is located at 75 State Street, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-924-8912. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.fundquest.com.