QRG CAPITAL MANAGEMENT, INC. · Tank Allocator Loader

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QRG CAPITAL MANAGEMENT, INC.

UUIDca3337c2-3016-5474-bb6f-3322d9ceb01b

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	305277	305277	—	1.0
cik	0001996454	1996454	—	—
sec_file_number	801-118081	801-118081	—	—

Profile

Websitehttps://www.instagram.com/envestnet/

HQ CityCHICAGO

HQ StateIL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)11,351,507,993.0
RAUM (discretionary)11,351,507,993.0
Actionable assets6,780,183,521.0
Accounts16,768.0

Institutional Clients

Government AUM14,042,783.0
Pension AUM3,308,836.0
Charitable AUM212,733,938.0
HNW AUM5,984,741,410.0

As of 2025-07-01 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BCPE PEQUOD BUYER, INC.	OWNER	OFFICER	—	{"filing_id": "2018884", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BCPE PEQUOD INTERMEDIATE, LLC	OWNER	OFFICER	—	{"filing_id": "2018884", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BCPE PEQUOD INVESTOR, LP	OWNER	OFFICER	—	{"filing_id": "2018884", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BCPE PEQUOD PARENT , INC.	OWNER	OFFICER	—	{"filing_id": "2018884", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BCPE PEQUOD TOPCO, LP	OWNER	OFFICER	—	{"filing_id": "2018884", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
D'AURIA, DANA, MARIE	CO-CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2018884", "owner_id": "5870286", "source": "adv_part1", "table": "Schedule_A_B"}
ENVESTNET, INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2018884", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
EVANS, KATHRYN, MICHELE	CHIEF OPERATIONS OFFICER	OFFICER	—	{"filing_id": "2018884", "owner_id": "2788543", "source": "adv_part1", "table": "Schedule_A_B"}
Hofmann, John	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2018884", "owner_id": "8168130", "source": "adv_part1", "table": "Schedule_A_B"}
O'BRIEN, SHELLY, S	CORPORATE SECRETARY	OFFICER	—	{"filing_id": "2018884", "owner_id": "4520223", "source": "adv_part1", "table": "Schedule_A_B"}
THOMAS, BRANDON, ROCKWELL	CO-CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2018884", "owner_id": "2071577", "source": "adv_part1", "table": "Schedule_A_B"}
TODD, CHRISTOPHER, RUSSELL	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2018884", "owner_id": "2275948", "source": "adv_part1", "table": "Schedule_A_B"}
ZVINGELIS, JANIS	DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL	OFFICER	—	{"filing_id": "2018884", "owner_id": "5158206", "source": "adv_part1", "table": "Schedule_A_B"}
BAIN CAPITAL FUND XIII, L.P.	OWNER	EMPLOYEE	—	{"filing_id": "2018884", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HEIN, DAVID, Lee	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2018884", "owner_id": "3223202", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/30/2025 03:50:22 PM",
  "filing_id": "2018884",
  "reg_type": "IA"
}
```