LAB Quantitative Strategies LLC's AUM increased 30.57% from $2.1B to $2.75B.
LAB Quantitative Strategies, has witnessed significant growth and executive reshuffling over the past year, per recent form adv filing disclosures.
Founded in 2019, this firm provides discretionary investment management services to two private funds - LAB QS Dynamic Equity Fund and LAB QS Dynamic Equity Offshore Fund - and manages two separate accounts. The majority owner of these funds is LAB Quantitative Research, under the control of Deer Creek Capital Partners.
From March 2022 to April 2023, the firm experienced a 30.57% increase in its AUM, rising from $2.1 billion to $2.75 billion. During the same period, the employee count rose from 16 to 23, and the total number of accounts increased from 1 to 4.
Executive changes included the appointment of William Michael Small as the Managing Director and Lesa Carpinello as the Chief Operating Officer. Moreover, Trent Edward May, while serving as the Chief Investment Officer, became an indirect owner at LAB Quantitative Strategies through his association with Deer Creek Capital Partners LLC.
Here is additional information on the firm's 2 private funds: