Richmond Quantitative Advisors, LLC

Richmond Quantitative Advisors provides discretionary portfolio management and financial advisory services to individuals (including high‑net‑worth clients) and institutional investors, and also serves as an investment manager to private pooled vehicles and as a sub‑adviser to registered investment companies. Its client services include separately managed accounts, model delivery to third‑party advisers, financial planning, quantitative research and digital asset portfolio management.

The firm’s investment approach is primarily quantitative and data‑driven, deploying tactical, dynamically managed models across ETFs, index funds, U.S. equities and related exchange‑traded option contracts; strategies are managed at the model level and reallocated at regular intervals. RQA generally operates with discretionary trading authority, documents client objectives in Investment Policy Statements, and offers research and consulting services that incorporate quantitative techniques and machine learning methods.

Distinctive aspects of the firm include acting as adviser and portfolio manager to a private fund (New Core Quantitative, L.P.), serving as a mutual fund sub‑adviser, and managing pooled investment vehicles — arrangements for which it may charge performance‑based fees and that create side‑by‑side management considerations. The firm also offers direct cryptocurrency/digital‑asset management (custodied at Gemini), reports substantially more assets under advisement than discretionary AUM due to model delivery and sub‑advisory work, requires clients to use a specified broker‑dealer/custodian, and does not aggregate block trades across client accounts.