Qsv Equity Investors LLC

QSV Equity Investors, LLC is a Delaware limited liability company that has been providing investment advisory services since April 2016. The firm offers three portfolio strategies: QSV Mid Cap, QSV Small Cap, and QSV Select, tailored to meet clients' unique circumstances and investment objectives. QSV operates under a discretionary basis, managing accounts based on client-imposed restrictions and investment objectives. The firm's strategies are available through SMArtX Advisory LLC and Vestmark Advisory Solutions, Inc., allowing clients to direct their own trading within a model delivery program. As of December 31, 2024, QSV has $112,406,355 in discretionary assets under management and $872,467 in non-discretionary assets under management. QSV's fee structure is asset-based, with fees ranging from 0.80% to 1.00% based on the value of managed assets. Fees are charged quarterly and prorated as necessary. Clients have the option to pay fees externally or have them deducted from their accounts. QSV does not charge additional client fees beyond the asset-based fee. The firm may modify fees with 30 days' notice to clients. QSV does not engage in principal trading and does not receive compensation for the sale of securities to clients. Performance-based fees are negotiable and structured in compliance with regulatory standards. QSV manages accounts side-by-side with different fee structures, using block trades to ensure fair treatment among clients. The firm primarily serves individuals and institutions with a minimum account size of $1,000,000, subject to potential waivers. Clients receive regular performance reports and have the option to direct brokerage transactions. QSV does not take custody of client assets but provides investment discretion and may vote client securities when authorized. The firm has no financial issues impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.