# Integrated Quantitative Investments LLC

> Integrated Quantitative Investments LLC is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 310106
- Filed as: INTEGRATED QUANTITATIVE INVESTMENTS LLC
- Also doing business as: INTEGRATEDQUANT, IQI
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310106
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-quantitative-investments-llc-bellevue-wa-310106

## Quick answers

**How is Integrated Quantitative Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Quantitative Investments LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Integrated Quantitative Investments LLC located?**
Integrated Quantitative Investments LLC's principal office is in Bellevue, WA, according to its Form ADV.

**Is Integrated Quantitative Investments LLC registered with the SEC or a state?**
Integrated Quantitative Investments LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 310106.

**How much does Integrated Quantitative Investments LLC manage?**
Integrated Quantitative Investments LLC reports $844,781,025 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**How have Integrated Quantitative Investments LLC's assets and staff changed since 2023?**
In the Form ADV data for Integrated Quantitative Investments LLC: Regulatory assets under management: $26,000,000 in the October 2023 data and $844,781,025 in the October 2026 data, up 3149%. Total employees: 5 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integrated Quantitative Investments LLC serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (13); high net worth individuals (2); corporations or other businesses not listed above (1).

**Which custodians does Integrated Quantitative Investments LLC use?**
Integrated Quantitative Investments LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists First Horizon, Interactive Brokers LLC, J.P. Morgan Chase & Co, Northern Trust Securities, Inc., State Street Bank & Trust Co and The Bank of New York Mellon Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Integrated Quantitative Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310106

**What changed in Integrated Quantitative Investments LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $418,425,685 to $844,781,025 (+102%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- First Horizon
- Interactive Brokers LLC
- J.P. Morgan Chase & Co
- Northern Trust Securities, Inc.
- State Street Bank & Trust Co
- The Bank of New York Mellon Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $844,781,025
- Discretionary: $844,781,025
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 2 | $691,061 |
| State or municipal government entities (including government pension plans) | 13 | $840,842,478 |
| Corporations or other businesses not listed above | 1 | $3,247,486 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, IL, MA, MD, NY, PA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integratedquant.com
- LinkedIn @integrated-quantitative-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $26,000,000 | 5 | July 26, 2023 |
| October 2024 | $279,966,770 | 6 | September 5, 2024 |
| October 2025 | $418,425,685 | 5 | May 21, 2025 |
| October 2026 | $844,781,025 | 6 | February 10, 2026 |

Regulatory assets under management: $26,000,000 in the October 2023 data and $844,781,025 in the October 2026 data, up 3149%.
Total employees: 5 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $418,425,685 to $844,781,025 (+102%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Quantitative Investments LLC (CRD 310106): Form ADV filing data as of October 2026.