Gamma Q, LLC (Columbus)

Gamma Q, LLC is a mid-sized advisory firm based in Columbus. It manages $35.03 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Ohio.

Gamma Q provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gamma Q: assets under management

The assets under management (AUM) of Gamma Q, LLC is $35.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.03 million each.

Investments

The firm invests in government bonds the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio. Investments in derivatives form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gamma Q, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gamma Q serves?

The only and largest group of clients of Gamma Q is pension and profit sharing plans with 1 clients and $35.03 million of assets under management. Among the 0 most similar advisory firms, Gamma Q has the 0th lowest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $35.03 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Gamma Q also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.

Careers at Gamma Q, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Todd Jay Delay	Member/cio	1 Aug 2015	25% - 50%	1474422
Sue Delay	Member	1 Aug 2015	25% - 50%	6539279
David H Allain	Member & chief compliance officer	1 Aug 2015	25% - 50%	4607287
Zachariah Yurch	Managing member	1 Aug 2015	25% - 50%	6539080

Based in Columbus

The principal office where Gamma Q, LLC performs its advisory services is located at 1500 Lake Shore Drive, Columbus, OH 43204, which is also the mailing address of the firm. An additional office of the firm is in Rancho Santa Fe, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-487-0117. The normal business hours are 9am - 4pm on Monday - Friday.