QVR Advisors

Updated today

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Client assets under management

Clients

Advisors

of 7 employees

Firm type

No Active Advisors

Clients per advisor

—

Average account size

—

About

QVR manages discretionary, pooled investment vehicles and serves institutional investors, including an institutional segregated portfolio whose investors are non-U.S. investors or qualified purchasers. The firm’s brochure describes a focus on alternative, options-focused strategies delivered through private funds rather than individual advisory accounts.

QVR’s investment approach is data-driven and model‑based, with trades that are largely systematic and adjusted daily (including generation of Vega targets for volatility exposures). Its strategies span absolute return, convexity alpha and customized solution work and may use listed options, futures contracts, swaps, currency forwards and ETFs to implement positions.

What distinguishes QVR from many peers is the combination of a relatively small investment team managing over $1.1 billion in pooled vehicles and a strategy set with significant derivatives and futures activity—features that align with commodity-pool/trading-advisor style operations. The brochure also discloses a prior SEC enforcement matter relating to reporting on Form ADV and notes the firm typically does not vote proxies for instruments it holds.

Client services

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Performance-based

Performance-based compensation is received based on a share of capital gains or capital appreciation of the assets. The segregated portfolio includes an annual performance fee based on net profits.

Main office location

QVR Advisors

505 Montgomery Street, Suite 1102

San Francisco CA 94111, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 510-684-8343

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