{ "crd_number": 283720, "slug": "gqg-partners-fort-lauderdale-fl-283720", "primary_business_name": "GQG PARTNERS", "legal_name": "GQG PARTNERS LLC", "dbas": [], "city": "Fort Lauderdale", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-04-22", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 163856880870.0, "raum_discretionary": 159573844245.0, "raum_non_discretionary": 4283036625.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 227, "advisory_employees": 22, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 5793361439.0, "count": 7, "description": "NON-US PENSION FUND OR SUPERANNUATION FUND" }, "charitable": { "raum": 617901403.0, "count": 2, "fewer_than_5": true }, "individuals": { "raum": 1376906716.0, "count": 6332 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 9035086678.0, "count": 9 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 87533962339.0, "count": 15 }, "pension_profit_sharing": { "raum": 1585124479.0, "count": 9 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 0.0, "count": 0 }, "pooled_investment_vehicles": { "raum": 48633599462.0, "count": 44 }, "corporations_other_businesses": { "raum": 5053236721.0, "count": 23 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 4227701633.0, "count": 4, "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": true, "disclosure_yes_count": 3, "states_registered": [ "FL", "NY", "WA" ], "websites": [ "https://facebook.com/GQGPartnersLLC", "https://gqg.com", "https://gqgpartners.com", "https://instagram.com/gqgpartners", "https://linkedin.com/company/gqgpartners", "https://twitter.com/GQGPartners", "https://youtube.com/@gqgpartners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283720", "disclosure_items": [ { "item": "11.C(2)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?" }, { "item": "11.C(4)", "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.C(5)", "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?" } ], "city_as_filed": "FORT LAUDERDALE", "url": "https://advisorcensus.com/firm/gqg-partners-fort-lauderdale-fl-283720", "display_name": "GQG Partners", "summary": "GQG Partners is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. GQG Partners (CRD 283720): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is GQG Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), GQG Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is GQG Partners located?", "a": "GQG Partners' principal office is in Fort Lauderdale, FL, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)." }, { "q": "Is GQG Partners registered with the SEC or a state?", "a": "GQG Partners is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283720." }, { "q": "How much does GQG Partners manage?", "a": "GQG Partners reports $163,856,880,870 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (97% discretionary)." }, { "q": "How have GQG Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for GQG Partners: Regulatory assets under management: $67,015,720,546 in the October 2021 data and $163,856,880,870 in the October 2026 data, up 145%. Total employees: 88 in October 2021 and 227 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does GQG Partners serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6,332); pooled investment vehicles (other than investment companies and business development companies) (44); corporations or other businesses not listed above (23)." }, { "q": "Which custodians does GQG Partners use?", "a": "GQG Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Chase Bank NA, Northern Trust Corporation, State Street Bank and Trust and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does GQG Partners report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283720" }, { "q": "What changed in GQG Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 21 to 22." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 67015720546.0, "total_employees": 88, "filing_date": "2021-04-09" }, { "period": "2022-10-01", "regulatory_assets_under_management": 91151241658.0, "total_employees": 121, "filing_date": "2022-06-09" }, { "period": "2023-10-01", "regulatory_assets_under_management": 88033541740.0, "total_employees": 154, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 120567542959.0, "total_employees": 189, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 153003194999.0, "total_employees": 220, "filing_date": "2025-07-11" }, { "period": "2026-10-01", "regulatory_assets_under_management": 163856880870.0, "total_employees": 227, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 21 to 22." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Changed its office addresses in Seattle, WA.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "JP Morgan Chase Bank NA", "name_as_filed": "JP MORGAN CHASE BANK NA", "affiliated": false }, { "name": "Northern Trust Corporation", "name_as_filed": "NORTHERN TRUST CORPORATION", "affiliated": false }, { "name": "State Street Bank and Trust", "name_as_filed": "STATE STREET BANK AND TRUST", "affiliated": false }, { "name": "The Bank of New York Mellon", "name_as_filed": "THE BANK OF NEW YORK MELLON", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/gqg-partners-fort-lauderdale-fl-283720.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 6332, "fewer_than_5": false, "raum": 1376906716.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 15, "fewer_than_5": false, "raum": 87533962339.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 44, "fewer_than_5": false, "raum": 48633599462.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 9, "fewer_than_5": false, "raum": 1585124479.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": true, "raum": 617901403.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 9, "fewer_than_5": false, "raum": 9035086678.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 4, "fewer_than_5": true, "raum": 4227701633.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 23, "fewer_than_5": false, "raum": 5053236721.0 }, { "type": "other", "label": "Other", "count": 7, "fewer_than_5": false, "raum": 5793361439.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283720", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }