← Tributary

QUANTITATIVE PROCESS, LLC

CHARLOTTE, NC · CRD 165699 · IAPD ↗ · quantpro.com · 888-253-3292

$502.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — QUANTITATIVE PROCESS, LLC crossed $500M in regulatory AUM ($454.4M -> $502.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.