{ "crd_number": 277131, "slug": "quona-capital-management-llc-washington-dc-277131", "primary_business_name": "QUONA CAPITAL MANAGEMENT LLC", "legal_name": "QUONA CAPITAL MANAGEMENT LLC", "dbas": [], "city": "Washington", "state": "DC", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2015-08-07", "years_registered": 11, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 1046676637.0, "raum_discretionary": 545506952.0, "raum_non_discretionary": 501169685.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 27, "advisory_employees": 14, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "pooled_investment_vehicles": { "raum": 1044176637.0, "count": 9 }, "corporations_other_businesses": { "raum": 2500000.0, "count": 1, "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "DC" ], "websites": [ "https://crunchbase.com/organization/quona-capital-management", "https://flipsnack.com/QuonaCapital/quona-2019-year-in-review-fcf6t0qfu.html", "https://linkedin.com/COMPANY/QUONA-CAPITAL", "https://medium.com/@Quona_Capital15", "https://quona.com", "https://twitter.com/QUONACAPITAL", "https://vimeo.com/quonacapital" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/277131", "city_as_filed": "WASHINGTON", "url": "https://advisorcensus.com/firm/quona-capital-management-llc-washington-dc-277131", "display_name": "Quona Capital Management LLC", "summary": "Quona Capital Management LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Quona Capital Management LLC (CRD 277131): 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 pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Quona Capital Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Quona Capital Management LLC 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 Quona Capital Management LLC located?", "a": "Quona Capital Management LLC's principal office is in Washington, DC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Quona Capital Management LLC registered with the SEC or a state?", "a": "Quona Capital Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 277131." }, { "q": "How much does Quona Capital Management LLC manage?", "a": "Quona Capital Management LLC reports $1,046,676,637 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (52% discretionary)." }, { "q": "How have Quona Capital Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Quona Capital Management LLC: Regulatory assets under management: $521,024,989 in the October 2021 data and $1,046,676,637 in the October 2026 data, up 101%. Total employees: 21 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Quona Capital Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9); corporations or other businesses not listed above (1)." }, { "q": "Does Quona Capital Management LLC report any disciplinary disclosures?", "a": "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/277131" }, { "q": "What changed in Quona Capital Management LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 16 to 14." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 521024989.0, "total_employees": 21, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1170841915.0, "total_employees": 23, "filing_date": "2022-09-21" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1156375936.0, "total_employees": 28, "filing_date": "2023-07-21" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1118995645.0, "total_employees": 26, "filing_date": "2024-09-24" }, { "period": "2025-10-01", "regulatory_assets_under_management": 985255958.0, "total_employees": 30, "filing_date": "2025-04-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1046676637.0, "total_employees": 27, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 16 to 14." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/quona-capital-management-llc-washington-dc-277131.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 9, "fewer_than_5": false, "raum": 1044176637.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": true, "raum": 2500000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "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/277131", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }