Qualivian Investment Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,300,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
5
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$2,660,000
About
Qualivian Investment Partners LP acts as the investment adviser to an affiliated pooled vehicle, Qualivian Focus Fund LP, while also offering separately managed accounts to individual clients and licensing proprietary model portfolios to other advisers. The firm is a state-registered investment adviser that provides discretionary portfolio management to its private fund and model-development services to third-party advisers.
The firm’s investment process is a bottoms-up stock selection approach focused on identifying “Quality Compounders” with durable competitive advantages, strong free cash flow, and owner-oriented management, typically implemented in a concentrated portfolio of roughly 15–25 holdings with multi-year holding periods. QIP emphasizes long-term compounding, eschews short-selling and derivatives, and applies the same strategy to separate managed accounts unless otherwise agreed.
What is distinctive for a firm of this size is that QIP both sponsors and advises a private pooled fund and performs portfolio management for that pooled vehicle, with a portion of the firm’s economic interests tied indirectly to the fund’s performance via a general partner allocation. The firm also distributes model portfolios to other advisers and provides regular performance reporting to its limited partners, arrangements that are less common among similarly supported firms.
Client services
Portfolio management
Licensing of proprietary models to other investment advisers
Licensing of proprietary models to other investment advisers
Expertise
Active portfolio management
Fee options
$0 - $20 million: 0.1875% quarterly (0.75% annualized) $20 million - $40 million: 0.1625% quarterly (0.65% annualized) $40 million+: 0.125% quarterly (0.50% annualized)
Indirect performance allocation to QFGP LLC, general partner of Qualivian Focus Fund LP; zero percent for Founder Series Limited Partners
Account minimum: $500,000
Main office location
Qualivian Investment Partners
160 Commonwealth Avenue, Apt. 402
Boston MA 02116, United States
Number of offices
1
Most active in
Qualivian Investment Partners has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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