QUANTITATIVE PROCESS, LLC
SEC RegisteredAbout the firm
Quantitative Process, L.L.C. is a Registered Investment Advisor established in 2013. The firm's advisory process is designed to reduce the burdens and potential distractions inherent in highly regulated retirement plans by providing plan sponsors guidance, monitoring, reporting, and employee education in accordance with Department of Labor rules and regulations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Plan sponsor fiduciary guidance, plan participant investment education, investment and market analysis, monitoring and reporting in accordance with Department of Labor rules and regulations
Who they serve
Employers (plan sponsors) and retirement plan participants
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 111 | $22M |
| High Net Worth Individuals | 46 | $81M |
| Charitable Organizations | 48 | $399M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. QUANTITATIVE PROCESS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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