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William Erskine Schwartz

QMS CAPITAL MANAGEMENT LP·DURHAM, North Carolina
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240 LEIGH FARM RD., DURHAM, NC 27707CRD# 5215996Firm CRD# 171152
01

About

William Erskine Schwartz is a registered financial advisor based in DURHAM, North Carolina, affiliated with QMS CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
QMS CAPITAL MANAGEMENT LP
QMS CAPITAL MANAGEMENT LP
AUM
$32M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at QMS CAPITAL MANAGEMENT LP →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5215996
Firm CRD# 171152
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Erskine Schwartz offer?
William Erskine Schwartz specializes in Investment Management, Retirement Planning. Contact their office in DURHAM, North Carolina for a consultation.
What are William Erskine Schwartz's credentials?
William Erskine Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Erskine Schwartz located?
William Erskine Schwartz is based in DURHAM, North Carolina, working with QMS CAPITAL MANAGEMENT LP. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does William Erskine Schwartz charge for services?
William Erskine Schwartz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QMS CAPITAL MANAGEMENT LP?
QMS CAPITAL MANAGEMENT LP has approximately 23 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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