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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2017
- Office Locations
- 2
Office Locations
About QP Global Family Offices, LLC
QP Global Family Offices manages bespoke single-family offices for a select group of ultra-high-net-worth families. The firm designs, staffs, and runs the day-to-day family office while the family retains full ownership and decision control. Services span multi-asset class investment program coordination and oversight, reporting and strategic counsel, and planning support such as estate, tax, insurance, and risk management, with access to proprietary opportunities.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL JAMES WARREN
Chairman Of The Board
- CRD
- --
- Ownership
- 10% but less than 25%
KARL WILLEM LOHWATER
Chief Compliance Officer, General Counsel
- CRD
- #2684561
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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BRENDAN PAUL MACMILLAN
Chief Investment Officer
- CRD
- --
PETER SANFORD PAULEY
Chief Executive Officer, President
- CRD
- --
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,000,000 | $112,000,000 |
| Non-Discretionary | $936,000,000 | $3,867,769 |
| Total | $1,048,000,000 | $4,312,757 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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