QTR Capital Management LLC

QTR Capital Management, LLC is a state‑registered independent investment adviser that provides discretionary portfolio management primarily for high‑net‑worth individuals through separately managed accounts. The firm offers single‑strategy portfolios including large‑cap and small/mid‑cap equity approaches, sector rotation, contrarian opportunities, a global tactical ETF strategy, an options‑based non‑directional income strategy, and a dividend‑focused strategy that uses leverage and hedging.

QTR Capital employs a research‑intensive process that blends technical, fundamental and quantitative analysis and implements both long and long/short positions, long puts, index credit spreads and ETF exposures as appropriate to each strategy. Investment decisions are made on a discretionary basis within client guidelines, trading is executed via an integrated trading platform, and the firm aggregates orders and may obtain research or brokerage services consistent with applicable rules.

Noteworthy for its scale—one adviser serving seven clients with roughly $450,000 in assets under management—the firm nonetheless offers sophisticated option, margin and leveraged dividend strategies and may enter into performance‑based fee arrangements for qualified clients, features more common at larger or hedge‑style managers. The brochure discloses the principal’s involvement in a retail options publication and teaching activities, a potential source of overlapping trade ideas the firm says it manages through written policies and a code of ethics, and the firm does not vote proxies on client securities.