Qcm Cayman, Ltd. (Houston)


Qcm Cayman, Ltd. is a large advisory firm based in Houston. It manages $255.76 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Texas.

Logo

Qcm Cayman provides portfolio management for partnerships. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Qcm Cayman: assets under management

The assets under management (AUM) of Qcm Cayman, Ltd. is $255.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and $147.32 million of the total AUM is attributable to clients outside of the United States.


The firm manages $255.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.63 million each.
Qcm Cayman has custody of $255.76 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

What kind of clients Qcm Cayman serves?

The only and largest group of clients of Qcm Cayman is pooled investment vehicles with 6 clients and $255.76 million of assets under management. Among the 8 most similar advisory firms, Qcm Cayman has the 2nd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $255.76 million for 6 clients. 33% of the firm’s clients are foreign persons or businesses.

Qcm Cayman also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $5,000 for each fund.

Careers at Qcm Cayman, Ltd.

The company employs 179 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. 2 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.

Travis Frank Varner joined the executive team most recently as the Assistant Portfolio Manager.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Bruce Paul Eames Chief executive officer 1 Sep 1998 Other 4396248
Llc Quantlab Financial Owner 1 Sep 1998 75% - 100% 76-0596276
Bruce Eames Chief executive officer 1 Sep 1998 Other 4396248
Mark Francis Hansen Chief financial officer and chief compliance officer 1 Apr 2001 Other 4396251
John Michael Huth Director of portfolio management 1 Feb 2007 Other 4593312
John M. Huth Director of portfolio management 1 Feb 2007 Other 4593312
Sabrina E Buniva Treasurer 1 Sep 2017 Other 1294502
Timothy Thiel Mcinturf Secretary 1 Sep 2017 Other 6987288
James Seear Robertson Chief compliance officer 1 Aug 2018 Other 6165573
Travis Frank Varner Assistant portfolio manager 1 Jun 2019 Other 5818064
Aaron Mark George Portfolio manager 1 Jun 2019 Other 7142110

Indirect Owners

The SEC currently registers 54 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bruce Paul Eames Managing member and chief executive officer 1 Mar 1999 Other 4396248
Bruce Eames Managing member and chief executive officer 1 Mar 1999 Other 4396248
Third Constellation Llc Member 1 Sep 2001 75% - 100% 13-4200940
Pierce Hubert Mcdowell Co-ceo/president, member 1 Sep 2001 25% - 50% 4525999
Al Wilfred King Co-ceo/chairman, member 1 Sep 2001 25% - 50% 1597909
Daniel Dror Mielnicki Member 1 Sep 2001 Other 5915270
Pierce Hubert Mcdowell Co-ceo, chairman, president 1 Apr 2002 Other 4525999
Al Wilfred King Co-ceo, chairman 1 Apr 2002 Other 1597909
Daniel Glen Worthington Director 1 Apr 2002 Other 2839783
John David Hinck Member 1 Dec 2003 Other 6631674
Dean Nmn Belbas Member 1 Dec 2003 Other 6631673
Dan Laird Kirby Director 1 Jan 2007 Other 6631665
Llc Quantlab Holdings Member 1 May 2007 75% - 100% 26-0594224
South Dakota Trust Company Llc Trustee 1 Dec 2007 Other 80-0003725
David Houston Manager 1 Dec 2007 Other 5639150
David James Houston Manager 1 Dec 2007 Other 5639150
Lp Marco Limited partner 1 Jun 2008 25% - 50% 71-1043221
South Ocean Trust Limited partner 1 Jun 2008 75% - 100% 26-6477902
Lp Quantlab Group Member 1 Aug 2008 75% - 100% 26-3297460
Llc Quantlab Group Gp General partner 1 Aug 2008 Other 26-3297444
Lp Marco Member 1 Jan 2009 75% - 100% 71-1043221
Avg Holdings Lp Member 1 Jan 2009 25% - 50% 68-0666146
Avg Gp Llc General partner 1 Jan 2009 Other 26-4205697
Allen Herman Dempster Manager 1 Jan 2009 Other 6631650
Llc Marco Gp General partner 1 Feb 2009 Other 26-4205765
Mark Francis Hansen Manager 1 Aug 2009 Other 4396251
Llc Veloce Gp General partner 1 Dec 2009 Other 27-1442880
Lp Southport Investments Member 1 Dec 2009 75% - 100% 27-2895965
Llc Veloce Gp General partner 1 Jan 2010 Other 27-1442880
Lp Southport Investments Limited partner 1 Jan 2010 75% - 100% 27-2895965
Veloce Lp Limited partner 1 May 2010 25% - 50% 27-1442910
Llc Southport Investment Gp General partner 1 Jun 2010 Other 27-2895450
Llc Southport Investments Gp General partner 1 Jun 2010 Other 27-2895450
Southport Trust Limited partner 1 Jun 2010 75% - 100% 26-6652499
Southport Investment Lp Limited partner 1 Jul 2010 75% - 100% 27-2895965
Lp Veloce Limited partner 1 Sep 2010 25% - 50% 27-1442910
Starfighter Trust Member 1 Dec 2010 75% - 100% 27-6953185
Llc South Dakota Trust Company Trustee 1 Dec 2010 Other 80-0003725
South Dakota Trust Company Llc Trustee 1 Jan 2011 Other 80-0003725
Jacalyn Marie Bunkers Director, sr. trust officer 1 May 2011 Other 6631668
Mid Coast Trust Limited partner 1 Sep 2012 75% - 100% 26-6652499
South Pacific Trust Limited partner 1 Sep 2012 75% - 100% 26-6477902
South Dakota Trust Company Llc Trustee 1 Sep 2012 Other 80-0003725
Trident Trust Company (South Dakota) Inc. Trustee 1 Sep 2012 Other 47-2096741
Darla Kay Tollefson Manager 1 Oct 2013 Other 6319060
Mark Allen Russell Manager 1 Oct 2013 Other 6472755
Joseph Ronald Valentino Manager 1 Sep 2014 Other 6472767
Lp Quantlab Group Member 1 Jan 2016 75% - 100% 26-0594224
Bruce Paul Eames Manager 1 Jan 2016 Other 4396248
Wilbur Edwin Bosarge Manager 1 Jan 2016 Other 1782103
Wilbur Edwin Bosarge Manager and executive chairman, chief executive officer 1 May 2016 Other 1782103
Andrey Anatolyevich Omeltchenko Manager and deputy chief executive officer 1 May 2016 Other 6777300
Trident Trust Company (South Dakota) Inc. Trustee 1 Feb 2017 Other 47-2096741
Charlotte Elizabeth Dawson Manager 1 Apr 2019 Other 6789460

Based in Houston

The principal office where Qcm Cayman, Ltd. performs its advisory services is located at 3 Greenway Plaza, Houston, TX 77046, 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 713-333-5440 or by fax 713-333-5464. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at quantlab.com/.