Revqual Index Plus Investors LLC (Randolph)

Revqual Index Plus Investors LLC is an adviser based in Randolph. It manages $400 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Revqual Index Plus Investors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Revqual Index Plus Investors: assets under management

The assets under management (AUM) of Revqual Index Plus Investors LLC is $400 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $400 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Revqual Index Plus Investors LLC for their services and products based on a percentage of assets under management. 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.

Careers at Revqual Index Plus Investors LLC

Jordan Ladd Kimmel has served as the Chief Investment Officer since 1 Jul 2000. Inc. Alps Mutual Funds Services joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Alps Mutual Funds Services	Member	1 Jul 2000	Other	84-0996383
Jordan Ladd Kimmel	Chief investment officer	1 Jul 2000	Other	1442791
Terry Owen Carroll	Investment officer	1 Jul 2000	Other	3133103
Herbert Daniel Blank	Director of marketing	1 Jul 2000	Other	2545985
Claude Michael Carty	Marketing officer	1 Jul 2000	Other	1205437

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
William Robert Alexander	Shareholder	1 Jul 1985	50% - 75%	1423895

Based in Randolph

The principal office where Revqual Index Plus Investors LLC performs its advisory services is located at 1201 Sussex Turnpike, Randolph, NJ 07869, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 973-895-4444 or by fax 973-895-4449. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.