QP Global Family Offices, LLC (together with its affiliates, “QP Global”, “(qp)”, “we”, “us”, or
the “firm”) offers a bespoke family office services platform to a limited number of families of
significant means. Services include, but are not limited to, wealth management, risk management,
direct private investments, education, succession planning, aggregated reporting, record keeping,
trust & estate work, tax planning, cash flow management and budgeting. The overarching objective
for QP Global is to serve as each family’s single-family office. QP Global is a Delaware limited
liability company organized in December 2017 by Peter Pauley and Brendan MacMillan. The
principal owner of the firm is QP GFO Holdings, LLC. The principal owners of QP GFO Holdings,
LLC are Brendan MacMillan and Peter Pauley.
We serve a limited number of family clients and each family may own and/or control multiple
accounts including trusts, foundations, limited liability companies and family limited partnerships
to which we will provide investment advisory and other services. QP Global will advise a family
on all of these entities on their behalf on either a non-discretionary or, if so instructed by a family
client, a discretionary basis. The relationship with each family is governed by a Master Services
Agreement which is executed
by both QP Global and the relevant family. Such Master Services
Agreement may impose reasonable restrictions on the types of investments that may be made by
QP Global for the relevant family client. For example, restrictions may require us to exclude or
restrict the trading of specific securities and/or certain industries or types of securities.
Additionally, from time to time at the request of a family client, one or more employees of
QP Global may serve as a board member or officer of family-controlled entities. QP Global also
currently owns a minority equity holding in a privately held company in the biotech industry. As a
result, it is expected that some employees of QP Global will spend added time on such entities.
As disclosed in our Form ADV Part 1, QP Global managed approximately $2,162,961 in client
assets on a discretionary basis and $1,475,834,313 in client assets on a non-discretionary basis, as
of December 31, 2023.
In addition, QP Global Family Offices, LLC is the Manager of and the Advisor to QP Co-Invest I,
LLC, a private fund which was formed in 2020. QP Co-Invest I, LLC has assets of approximately
$2.11 million which are managed by the firm on a discretionary basis. Except for QP Co-Invest I,
LLC’s assets, QP Global does not manage any client assets on a discretionary basis.