Cql Capital Management

CQL Capital Management LLC is a registered investment adviser based in St. Louis, Missouri, operating since 2021 under principal owner John G. Russon. The firm specializes in providing investment management services to separately managed accounts, offering discretionary investment management services based on the CQL Domestic Small Cap Core and Small Cap Value strategies. Clients are required to grant discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval for securities selection, purchases, and sales. The annual fee for investment management services ranges from 0.45% to 0.50% based on assets under management. The firm focuses on security selection while limiting market risk, aiming to identify alpha generation opportunities in the small-cap market segment. CQL's investment philosophy includes fundamental analysis, long-term and short-term purchases, and a focus on security selection while maintaining a neutral stance on sector, beta, and market-cap. The firm does not primarily offer advice on one type of security over another and may refrain from investing in specific securities upon client request. CQL does not have any reportable disciplinary information and does not receive compensation from third parties for providing investment advice. The firm does not maintain custody of client assets and operates under discretionary investment management agreements, allowing them to make investment decisions on behalf of clients.