GQG PARTNERS LLC
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+2 YoYRank #1078 of mapped providers
Assets under administration$65.0B0.1%Market share · rank #220
Fees received$2MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY+04 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical GQG PARTNERS LLC plan look like?
Service mix · median fees per plan
Count of plans where GQG PARTNERS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Direct payment from the plan; Investment managementCode 28 | 11 | $14,172 | |
Other fees; Other servicesCode 49 | 2 | $0 | |
Custodial (securities); Shareholder servicing feesCode 19 | 1 | $0 | |
Investment management; Investment advisory (plan); Direct payment from the planCode 27 | 1 | $6,441 |
Competitor overlap
Percent of GQG PARTNERS LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under GQG PARTNERS LLC.
| Sponsor | From | Assets |
|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | BOSTON PARTNERS | $29.4B |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | DUNE REAL ESTATE PARTNERS LP | $16.1B |
GLASGOW, INC.PA · 231386976-001 | GLENMEDE TRUST CO. | $28M |
DONSCO, INC.PA · 231744584-002 | BILTMORE FAMILY OFFICE LLC | $12M |
Plans lost in 2024
Appeared last year under GQG PARTNERS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | AMERICAN REALTY ADVISORS | $640M |
BOARD OF TRUSTEES RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSIONUT · 516031512-001 | SOUTHWEST SERVICE ADMINISTRATORS | $355M |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | LOMBARD SECURITIES INC | $97M |
STEWART & TATE, INC.PA · 231624612-002 | BLACKSTONE | $26M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $396,038 | 1y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $287,929 | 1y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $1M | 2y | - |
HSBC NORTH AMERICA HOLDINGS INC.IL · 232186091-001 | $3.3B | 39,143 | $28,185 | 2y | - |
D & H CORPORATE GROUP INC.PA · 882009462-002 | $314M | 1,631 | $0 | 3y | - |
EXETER HEALTH RESOURCES, INC.NH · 020222126-001 | $115M | 1,960 | $59,149 | 8y | - |
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.TX · 741194662-001 | $79M | 140 | $0 | 2y | - |
BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUNDMI · 382848288-001 | $36M | 1,239 | $0 | 1y | - |
ALKEGENCT · 060865505-020 | $34M | 364 | $0 | 5y | - |
PLUMBERS & STEAMFITTERS LOCAL 489 PENSION TRUST FUND TRUSTEESMD · 520580681-001 | $28M | 238 | $0 | 1y | 1 |
Flag exposure
93.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (7)
Raw Schedule C names collapsed into GQG PARTNERS LLC.
- GQG
- GQG INTERNATIONAL EQUITY CIT
- GQG PARTNERS
- GQG PARTNERS GLOBAL EQUITY FUND
- GQG PARTNERS INC
- GQG PARTNERS LLC
- GQG PARTNERS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for GQG PARTNERS LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 6.67% | 26.94% | -20.27 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with GQG PARTNERS LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent