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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 30 -6.25%
of those in investment advisory functions 6 -25.00%
Registration SEC, Approved, 2/21/2012
AUM* 2,140,123,494 -3.59%
of that, discretionary 2,140,123,494 -3.59%
Private Fund GAV* 2,174,468,987 -2.77%
Avg Account Size 164,624,884 -3.59%
SMA’s No
Private Funds 34 3
Contact Info (21 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
6B 5B 4B 4B 3B 2B 894M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$713,647,354
Fund TypePrivate Equity Fund Count2 GAV$531,516,513
Fund TypeOther Private Fund Count29 GAV$929,305,120

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
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Stck TickerY64177101 Stock NameOKEANIS ECO TANKERS COR $ Position$41,190,537 % Position4.00% $ Change7.00% # Change0.00%
Stck Ticker553368101 Stock NameMP MATERIALS CORP $ Position$44,480,631 % Position4.00% $ Change-20.00% # Change-10.00%
Stck Ticker65336K103 Stock NameNEXSTAR MEDIA GROUP INC $ Position$27,513,667 % Position3.00% $ Change-4.00% # Change0.00%
Stck Ticker38141G104 Stock NameGOLDMAN SACHS GROUP INC $ Position$33,396,143 % Position3.00% $ Change0.00% # Change-8.00%
Stck Ticker03676C100 Stock NameANTERIX INC $ Position$19,951,024 % Position2.00% $ Change17.00% # Change0.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$19,504,433 % Position2.00% $ Change-3.00% # Change0.00%
Stck Ticker650111107 Stock NameNEW YORK TIMES CO $ Position$16,230,856 % Position2.00% $ Change18.00% # Change0.00%
Stck Ticker64031N108 Stock NameNELNET INC $ Position$23,164,012 % Position2.00% $ Change7.00% # Change0.00%
Stck TickerV5633W109 Stock NameMAKEMYTRIP LIMITED MAURITIUS $ Position$16,116,251 % Position2.00% $ Change-29.00% # Change-40.00%

Brochure Summary

Overview

ADVISORY BUSINESS A. General Description of Advisory Firm. QVT Financial LP (the “Adviser”), a Delaware limited partnership with offices in New York, was formed on June 18, 2003. The principal owners are QVT Financial GP LLC, Daniel Gold, Nicholas Brumm, Arthur Chu and Tracy Fu (Messrs. Gold, Brumm, Chu and Fu together, the “Managing Members”). The Adviser and its affiliates (the “Affiliates”) (the Adviser and its Affiliates are sometimes collectively referred to as the “Advisers”) provide administrative and/or investment management services to U.S. limited partnerships, non-U.S. limited partnerships and non-U.S. corporations (collectively, the “Private Funds”) based on their respective investment objectives. Certain Advisers serve as the general partner to those Private Funds that are formed as U.S. limited partnerships or non-U.S. limited partnerships. Persons reviewing this Form ADV Part 2A should not construe this as an offering of any of the Private Funds described herein, which will only be made pursuant to the delivery of a private placement memorandum to prospective investors. As of the date hereof, the Advisers provide administrative and/or investment management services to the following Private Funds:
• QVT Family Office Offshore LP, a Cayman Islands exempted limited partnership (“QVT FO Offshore”),
• QVT Family Office Offshore II LP, a Cayman Islands exempted limited partnership (“QVT FO Offshore II”),
• QVT Family Office Onshore LP (formerly known as QVT V Onshore LP), a Delaware limited partnership (“QVT FO Onshore”),
• QVT Family Office Fund LP (formerly known as QVT Fund V LP), a Cayman Islands exempted limited partnership (“QVT FO” and together with QVT FO Offshore, QVT FO Offshore II and QVT FO Onshore, the “Family Office Funds”),
• QVT SLV Offshore Ltd., a Cayman Islands exempted
company (“SLV Offshore”),
• QVT SLV Offshore II LP, a Cayman Islands exempted limited partnership (“SLV Offshore Fund”),
• QVT SLV Onshore Ltd., a Cayman Islands exempted company (“SLV Onshore”),
• QVT SLV Onshore II LP, a Delaware exempted limited partnership (“SLV Onshore Fund”),
• QVT Series Holdings LP (multiple series), a Delaware series limited partnership (“QVT Series Holdings” and together with SLV Offshore, SLV Offshore Fund, SLV Onshore and SLV Onshore Fund, the “Special Liquidity Vehicles”),
• QVT Roiv Hldgs Onshore Ltd., a Cayman Islands company (“Roiv Onshore”),
• QVT Roiv Hldgs Offshore Ltd., a Cayman Islands company (“Roiv Offshore” and together with Roiv Onshore, the “Roiv Funds”),
• Fourth Avenue Capital Partners LP, a Delaware limited partnership (“Fourth Avenue”), and
• Fourth Avenue FF Opportunities LP (multiple series), a Delaware series limited partnership (“Fourth Avenue FF” and together with Fourth Avenue Capital, the “Fourth Avenue Funds”). The Private Funds other than the Proprietary Funds (as defined in Item 11) may be referred to as “Clients.” B. Description of Advisory Services. Please see Item 8. C. Availability of Customized Services for Individual Clients. The Advisers' investment decisions and advice with respect to each Private Fund are subject to each Private Fund's investment objectives and guidelines, as set forth in its offering documents or organizational documents. D. Wrap Fee Programs. The Adviser does not participate in wrap fee programs. E. Assets Under Management. The Adviser manages approximately $2,015,193,599, which is the aggregate net asset value of the Private Funds as of December 31, 2023, on a discretionary basis. As of March 29, 2024, the Adviser does not manage any assets on a non-discretionary basis.