March 28, 2024

Form CRS

1. Introduction

Quantinno Capital Management LP (“Adviser”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. The services offered and fees charged by an investment adviser differ from those of broker-dealers and it is important that you understand the differences. Free and simple tools are available to research investment adviser firms, broker-dealers, and their financial professionals at, which also provides educational materials about broker-dealers, investment advisers, and investing.

2. Relationships and Services

What investment services and advice can you provide me?

Description of Services.

Quantinno provides investment advisory services to certain retail investors and as an adviser providing investment advisory services to certain high net worth individuals that generally involve buying and selling securities on behalf of clients in strategies selected by the client or recommended by the client’s financial intermediary.

The D-E-A-L-S™ (Direct Equity Active Long Short) investment strategies use quantitative models and tools to incorporate personalized specifications for these investment strategies including the magnitude of tax loss harvesting, choice of benchmark and choice of funding method.  We provide continuous supervision and management to monitor assets in your account as part of our standard services.  Quantinno limits our services to managing equity portfolios through separately managed accounts and other products described in our ADV.

Subject to any strategy and account parameters, we generally have discretion to buy and sell securities in your custodial account.  This means we make these investment decisions on your behalf without needing to provide prior notice and without soliciting your consent. We have account minimums that differ across strategies and programs; these minimums typically start at $1,000,000 but we may lower . Certain of our strategies include investing in products offered by our affiliates. For additional information about our services, please see Quantinno’s Form ADV Part 2A.

Conversation Starters

Ask your financial professional:

• Given my financial situation, should I choose an investment advisory service? Why or why not?

• How will you choose investments to recommend to me?

• What is your relevant experience, including your licenses, education and other qualifications? What do these qualifications mean?

Additional Information: For additional information regarding our services, please see for our Form ADV Part 2A, particularly Items 4 and 7 (“Brochure Link”).

3. Fees, Costs, Conflicts, and Standard of Conduct

What fees will I pay?

We typically assess our fees quarterly in forwards, based on the capital balance of the account at the beginning of the new quarter. This practice may differ based on available systems at each Custodian. Consent for the automatic deduction of fees

from the account is generally contained in the investment management agreement with Quantinno. Your fee rate is based on the investment strategy(ies) you choose and the amount of assets in your account and is subject to a minimum flat annual amount. Fee rates and minimums are disclosed in the investment management agreement and we may negotiate fees with you directly or with your advisers.

In addition to fees, accounts incur brokerage commissions, transaction fees, financing and other related costs and expenses imposed by custodians and brokers or fees you pay to a third-party intermediary such as a financial advisor or broker-dealer. Currently we do not participate in any wrap fee programs.

The larger your account, the more you will pay in fees, so we may have an incentive to encourage you to increase the size of your account. Fees are generally withdrawn from your account by Quantinno.

You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.

For additional information regarding our fees and costs, please see our Form ADV Part 2A (specifically Items 5.A., B., C., and D.)

Conversation Starters

Ask your financial professional:

  • Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
  • What are your legal obligations to me when acting as my investment adviser? How else does your firm make money and what conflicts of interest do you have?

When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you.

Here are some examples to help you understand what this means:

  • Because our fees are based on the amount of assets we manage, we may be incentivized to invest in more risky assets
  • When trading, we are incentivized to favor larger clients, and clients who pay higher fee rates.
  • We do not currently nor do we anticipate using soft dollar arrangements in the future with broker-dealers where the broker-dealer uses credits generated from commissions paid to pay for certain products and services on our behalf, such as investment research expenses. If we were to change that policy, there may be a conflict of interest with regard to products obtained with soft dollars because of the incentive to use your commissions to purchase these products that we otherwise would purchase directly.

Conversation Starters

Ask your financial professional:

  • How might your conflicts of interest affect me, and how will you address them
  • How do your financial professionals make money? While Quantinno provides a competitive base salary plus bonus for all employees, a portion of any individual’s bonus may be based upon the financial performance of the firm in any given year, and the asset-based model of the firm’s revenue may create conflict of interest. Our investment professionals do not receive differential compensation based on specific products soldor product sale commissions.

4. Disciplinary History

Do you or your financial professionals have legal or disciplinary history?

No, none of our financial professionals has a legal or disciplinary history. Please visit for a free and simple search tool to research us and our financial professionals.

Conversation Starters

Ask your financial professional:

  • As a financial professional, do you have any disciplinary history? For what type of conduct?

5. Additional Information

You can find additional information about our investment advisory services on the SEC’s website and on our website. Our

website is You can request up to date information and a copy of our relationship summary by contacting us at +1-212-313-9431 or e-mail

Conversation Starters

Ask your financial professional:

  • Who is my primary contact person?
  • Is he or she a representative of an investment adviser or a broker-dealer?
  • Who can I talk to if I have concerns about how this person is treating me?