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BQS Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,004,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
BQS Management LLC provides discretionary investment management centered on quantitative, medium‑term systematic strategies for sophisticated investors, primarily accredited individuals, limited partnerships, and pooled or institutional vehicles. The firm operates at a small scale, managing roughly $1.95 million in discretionary assets.
The investment process relies on technical and quantitative analysis applied to large‑cap equities and exchange‑traded funds, and strategies may incorporate short selling, options and other derivatives as well as tactical hedging. The firm may employ margin and borrowing in client accounts and offers both discretionary management and, when requested, non‑discretionary arrangements along with optional performance‑based compensation.
Distinctive aspects include an affiliation with a separately registered commodity trading advisor that develops a macro quantitative trading platform used for proprietary trading and external research, which informs the firm’s systematic approach. Compared with many peers, BQS accepts corporate/business clients and, on occasion, individual clients outside the high‑net‑worth segment, and its brochure discloses pending civil litigation naming the firm that prospective clients should review.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
$500,000+: 2.0% annually (maximum annual rate)
20% of the increase in net asset value of the client’s account annually, with a high water mark; optional and assessed only with client consent
Account minimum: $1,000,000 minimum (negotiable, may be reduced or waived at firm's discretion)
Main office location
BQS Management LLC
2020 Howell Mill Road, Nw, Ste. D244
Atlanta GA 30318, United States
Number of offices
1
Most active in
BQS Management LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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:
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.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
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