QTRON INVESTMENTS LLC
C27
CRD 285608·SEC 801-111732·BOSTON, MA
AUM
$1.23B
$1B+
Est. Revenue
$12.3M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $386.8M
'21 · $523.3M
'22 · $1.12B
'23 · $1.17B
'25 · $1.07B
'26 · $1.23B
'20'26
$386.8M → $1.23B▲ +217%
Client mix
| State Or Municipal Govt | 4 |
| Pooled Investment Vehicles | 2 |
| Investment Companies | 1 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 7 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
200 HIGH STREET5TH FLOORBOSTON, MA 02110
Business
200 HIGH STREET5TH FLOORBOSTON, MA 02110
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-002256
13F-HR2026-02-12 · 0001172661-26-000647