Qube Research & Technologies: Platform Profile

Overview

Qube Research & Technologies, commonly shortened to QRT, is a global quantitative and systematic investment manager.

Its current first-party materials describe a multi-strategy platform built around technology, data, scientific research and systematic implementation. The firm operates across geographies, asset classes and time horizons rather than as a single-strategy equity hedge fund.

May fit better for

• institutional investors seeking quantitative or systematic strategies;
• allocators comfortable with complex derivatives and multi-asset portfolios;
• investors able to evaluate master-fund and feeder structures;
• investors who understand gross assets can greatly exceed investor capital;
• qualified purchasers evaluating private-fund access.

May fit less well for

• retail investors seeking a public trading account;
• users who treat an SEC file number as proof of full SEC adviser registration;
• investors expecting one public firm-AUM number;
• users who interpret 13F value as the whole QRT portfolio;
• investors expecting a universal minimum or fee schedule.

QRT is quantitative, systematic and multi-strategy

Current first-party description supports:

• Quantitative: Yes
• Systematic: Yes
• Multi strategy: Yes
• Technology driven: Yes
• Scientific research process: Yes
• Global implementation: Yes

The firm describes investment teams that include engineers, computer scientists, physicists, mathematicians, data scientists and fundamental analysts.

That mix matters. “Quantitative” does not mean the portfolio is a single black-box model, and “systematic” does not eliminate human research, model governance or risk oversight.

The legal entity dates to 2015

Current UK Companies House record:

• Legal entity: Qube Research & Technologies Limited
• Company number: 09867306
• Company status: Active
• Incorporated: 2015-11-11
• Former name: Credit Suisse Quantitative and Systematic Asset Management Limited
• Former name end: 2018-01-03

QRT is an SEC exempt reporting adviser, not an SEC-registered investment adviser

Current Form ADV reporting identifies:

• CRD: 304552
• SEC file number: 802-116999
• SEC exempt reporting adviser: Yes
• SEC registered investment adviser: No
• FCA authorized: Yes

This is a critical legal distinction.

An exempt reporting adviser files specified information with the SEC but is not the same regulatory status as an adviser registered under the Advisers Act.

Public firm AUM remains undisclosed

The current first-party pages used for this package do not provide a clean, comparable public firm-AUM figure.

QRT private-fund gross assets are very large

Current 2026 regulatory records identify multiple master and feeder vehicles.

Representative references include:

• QRT Torus gross assets: $320.3B
• Qube Master Fund gross assets: $171.7B
• Qube Master Fund minimum: $10M
• Qube Master Fund 3c7: Yes

The Qube Master Fund record is a specific Cayman master-fund reference.

Internal or related vehicles can show a zero minimum

Some private-fund regulatory records can carry a $0 minimum when the investor base is affiliated, internal, employee-related or otherwise structurally different from ordinary outside subscription.

Never render a zero regulatory minimum as “invest with QRT for $0.”

Q2 2026 13F value is about $107.65B

Current SEC filing:

• Q2 2026 13F market value: $107.65B
• Q2 2026 13F as of: 2026-06-30
• Q2 2026 13F entry count: 3406

A systematic multi-asset manager can use shorts, derivatives, non-U.S. securities and other exposures that 13F does not fully capture.

Ownership language should stay at the disclosed level

QRT's current disclosure says its ultimate holding company is controlled by partners active in the firm's day-to-day operations.

Assessment

QRT's main research trap is scale without definition. A reader can find a $171.7B master-fund gross-asset figure, a $320.3B Torus gross-asset figure and a $107.65B 13F value. None is a verified public firm-AUM number.

The second trap is regulatory labeling. CRD 304552 and SEC file 802-116999 belong in the record, but the current status is exempt reporting adviser rather than SEC-registered investment adviser.