Data / Investment advisers / Washington / Integrated Quantitative Investments LLC
Integrated Quantitative Investments LLC, Bellevue, WA: $845 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Integrated Quantitative Investments LLC is an SEC registered investment adviser with its main office in Bellevue, Washington and reports $845 million in regulatory assets under management in its Form ADV filed February 10, 2026. Its clients include state and municipal governments, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 310106
- SEC file number
- 801-128606
- SEC status
- Approved, effective August 24, 2023
- Main office
- 13555 Se 36th Ave Se Suite 100, Bellevue, WA 98006
- Phone
- (617) 686-2008
- Website
- integratedquant.com
- Regulatory AUM
- $844,781,025 in the Form ADV filed February 10, 2026
- Discretionary AUM
- $844,781,025
- Accounts
- 19
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 13 | $840.8 million |
| Corporations or other businesses | 1 | $3.2 million |
| High net worth individuals | 2 | $691,061 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $844.8 million | February 10, 2026 |
| December 1, 2025 | $418.4 million | October 27, 2025 |
Other advisers in Bellevue
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fortis Capital Management LLC | Bellevue | $1.16 billion | 2 | adviserinfo.sec.gov |
| Basecamp Wealth Advisors, LLC | Bellevue | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Asset One Wealth Management, LLC | Bellevue | $982.5 million | Not listed | adviserinfo.sec.gov |
| Emerald Advisors, LLC | Bellevue | $941.4 million | Not listed | adviserinfo.sec.gov |
| Marsjewett Financial Group | Bellevue | $901.4 million | Not listed | adviserinfo.sec.gov |
| Evans Capital Management Associates | Bellevue | $682.6 million | Not listed | adviserinfo.sec.gov |
| Arable Capital Partners, LLC | Bellevue | $671.2 million | 1 | adviserinfo.sec.gov |
| Aviso Wealth Management | Bellevue | $621.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bellevue, WA
- Investment advisers in Washington
- Advisers with $500 million to $1 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving corporations and other businesses
- Integrated Quantitative Investments LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.