SourcingSourcing

PGIM QUANTITATIVE SOLUTIONS LLC

C35
CRD 129752·SEC 801-62692·NEWARK, NJ
AUM
$110.95B
$1B+
Est. Revenue
$1.11B
@ 1% on AUM
Est. EBITDA
$332.8M
@ 30% margin
Est. Deal Value
$2.66B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PGIM QUANTITATIVE SOLUTIONS LLC
CRD
129752
SEC file #
801-62692
EIN
811407314
DBA names
Pgim Quantitative Solutions

Economics

AUM
$110.95B
AUM band
$1B+
AUM trajectory
'20'26
$108.82B → $110.95B▲ +2%
Client mix
Investment Companies79
Pension Profit Sharing Plans11
Pooled Investment Vehicles8
State Or Municipal Govt7
Insurance Companies4

Operations

Employees (total)
147
Advisory staff (per ADV)
61
Advisory staff (5-yr trend)
'20'26
59 advisors → 61 advisors▲ +3%
Primary office
NEWARK NJ
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/pgim(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PGIM, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
PGIM, INC.
Cheng, li
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
3,187,066
Form 5500 Compensation Trajectory 3y
20253,187,066
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
3,187,066
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0002052510
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-05
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0002052510-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
State Street20
E*trade4
Northern Trust2
Bny Mellon2
Jpmorgan2
Edgar Addresses
Mailing
11852 SHAFFER DRIVEBUILDING BLITTLETON, CO 80127
Business
11852 SHAFFER DRIVEBUILDING BLITTLETON, CO 80127
Edgar EIN
811407314
Edgar Recent Filings
13F-HR2026-04-30 · 0002052510-26-000002
13F-HR2026-02-17 · 0002052510-26-000001
Fee Schedule
Bracket I91
Bracket Xii6
Bracket Xi2
Bracket Iii1
Bracket Ii0
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (7)

7
Cheng, li
Executive Officer · 2.5%
7493457
KLOCZKOWSKI, ADAM
Executive Officer · 2.5%
4608094
Maggio, Donna, Dorothy
Executive Officer · 2.5%
8243469
PALLITTO, DAWN
Executive Officer · 2.5%
6059014
Parangi, Mahsa
Executive Officer · 2.5%
7278687
Patterson, George, Nicholas
Executive Officer · 2.5%
7280203
KEVIN PAUL O'ROURKE
IAR
3005821