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QP GLOBAL FAMILY OFFICES, LLC

GREENWICH, CT · CRD 294879 · IAPD ↗ · 646-828-8883

$1.05BRegulatory AUM
5Advisory reps
9Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — QP GLOBAL FAMILY OFFICES, LLC crossed $1B in regulatory AUM ($964.0M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
February 2025 — QP GLOBAL FAMILY OFFICES, LLC reported RAUM down 35% ($1.48B -> $964.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
February 2025 — QP GLOBAL FAMILY OFFICES, LLC shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
72
August 2024 — QP GLOBAL FAMILY OFFICES, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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