Quantinno Capital Management Lp

Quantinno Capital Management LP is an investment adviser based in New York, established on October 1, 2018. The firm offers discretionary investment advisory services to clients, managing separately managed accounts and private pooled investment vehicles. Clients can access customized portfolios tailored to their specifications, including benchmark preferences, diversification goals, and tax optimization strategies. The firm primarily serves sophisticated investors and institutions, with a minimum initial investment of $1 million for the private fund. Quantinno's investment strategy focuses on achieving positive total returns through systematic processes, quantitative models, risk control, and tax-efficient portfolio optimization. The firm may also engage in futures trading, short selling, and leverage, with a keen focus on tax consequences and risk management. Quantinno charges asset-based investment management fees for separately managed accounts, with fees varying based on account size and complexity. The firm does not participate in wrap fee programs and has regulatory assets under management of $14,646,566,350 as of February 28, 2025. Quantinno has a Code of Ethics in place to ensure fair and honest dealings with clients, and it has custody of client assets held by qualified custodians. The firm exercises investment discretion and has the authority to determine securities transactions on behalf of clients. Clients receive periodic performance reports and have access to audited financial statements. The firm does not engage in proxy voting and has no financial conditions impairing its ability to meet client commitments.