SQ Firm History, Stats, Employees
The firm opened its doors in this month and year.
September 2004
Name 7 software programs that employees can use on a daily basis.
Bloomberg, Pitchbook, Salesforce, Morningstar, Orion, Core, Egnyte, Zoom, Teams, ChatGPT, Microsoft Office Suite, Custodians, eMoney.
This manager only holds 22 positions at a time.
Edgewood
Name 3 firms who's PMs are also SQ clients.
50 bonus points in total for order of relationship (did they become a client or approved manager first?)
Blair Richardson (Bow River - client first), Scott and Cliff Sobel (Valor - client first), Tony Yoseloff, Eric Epstein, Conor Bastable, Pat Dennis, Rob Melnyk (DK - clients after), Jeff Kronthal (KLS - client after), Mike and Hope Pascucci (Rose Grove - client after), Anthony Cardona (Pritzker - client after)
Specify three summer party and holiday traditions that no longer exist.
Cannon ball contest
SRM's rap/poem
Secret Santa (included spouses)
Hosted at LQ's home
What are 3 other reporting providers that SQ considered before deciding on Orion?
Addepar, Private Wealth Systems, SEI Archway, CirlceBlack, Clearwater, BlackDiamond
Name three managers that have been acquired by another firm after they've been approved on the SQ platform.
Samson/Fiera
Greenspring/StepStone
Aperio/Blackrock
Portfolio Advisors/FS Investments
Oppenheimer/Invesco
Normandy/Cannon Hill (and other names)
C-III/Island Cap (might just be an affiliate)
*Blackrock is a minority owner of SpiderRock
Name 5 current employees who switched career paths at SQ.
Jordan, Paige, Darcy, Adam, Chris, Mohsin, Jenna, Kylee.
How many employees did the firm have at the end of the first year in business?
5 (but will accept 6 bc of DM)
These 5 education series topics have been presented at SQ over the years.
Leadership, Project Management, Excel Training, Cybersecurity, Sales pitch/Elevator Pitch, Networking, Options Strategies for Concentrated Stock, A Discussion with Scott White, Author of The Life is Too Short Guy, Wine Education Series, Behavioral Finance, Tax Planning 101, Black History Month Edition w/ Special Guest: Vaughn Crowe, Let's Get Technical, Increasing Team Effectiveness, 401K & Retirement Plan Education Series,
This firm deems using Wall Street research a fireable offense.
SEG
What non-CA member enjoys riding motorcycles in their spare time?
Steve
"Simon Quick Advisors" has a nice ring to it! This alternative firm name was the next contender. Needs to be spelled correctly!
Siqualis
How many SQ offices have there been since inception? Current and former.
(NY is one location.)
8
310, 360, NYC, LI, LA, TN, FL, CO.
This investment manager's IR person went to HS with Tom Morr and bullied him.
Altum
Post expansion, how many cubes are in the 360 office?
68
How many current SQ employees were once interns? Temps do not count
(8) Alex, Adam, Jenna, Joe J, Cam, Zach, Grace, Jesse
Speaking of NY, how many NYC offices has there been since we broke ground in 2014?
7
This fund's PM LOVES space and is best friend's with Elon Musk.
8VC - Joe Lonsdale
What non CA team member put that they listen to Bad Bunny and Taylor Swift to focus in their employee spotlight fun facts?
Carlos