# QRG CAPITAL MANAGEMENT, INC.

QRG CAPITAL MANAGEMENT, INC. of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 305277
- Type: SEC-registered investment adviser
- SEC file number: 801-118081
- Location: 1000 CHESTERBROOK BOULEVARD , SUITE 250, BERWYN, PA, 19312
- Phone: 312-827-2800
- Latest filing: 2026-06-30
- Regulatory AUM: $11.4B
- Discretionary AUM: $11.4B
- Clients: 12
- Accounts: 27,393

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| John Hofmann | CHIEF FINANCIAL OFFICER | Watertown, MA |
| Brandon Rockwell Thomas | CO-CHIEF INVESTMENT OFFICER | — |
| David Lee Hein | CHIEF COMPLIANCE OFFICER | — |
| Janis Zvingelis | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | — |
| Shelly S O'Brien | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY; CORPORATE SECRETARY | — |
| Dana Marie D'Auria | CO-CHIEF INVESTMENT OFFICER | — |
| Christopher Russell Todd | CHIEF EXECUTIVE OFFICER | — |
| Kathryn Michele Evans | CHIEF OPERATIONS OFFICER | — |
| Joshua B Warren | CHIEF FINANCIAL OFFICER | — |
| Thomas Michael Sipp | EVP, ENVESTNET BUSINESS LINES | — |
| SIPP THOMAS MICHAEL | EVP, ENVESTNET BUSINESS LINES | — |
| FOX JAMES LAWRENCE | INTERIM CHIEF EXECUTIVE OFFICER | — |
| THOMAS BRANDON ROCKWELL | CIO/MANAGING PRINCIPAL; CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER /MANAGING DIRECTOR | — |
| CRAGER WILLIAM C | CHIEF EXECUTIVE OFFICER | — |
| MAYER STEPHEN DAVID | CHIEF OPERATING OFFICER | — |
| O'BRIEN SHELLY S | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | — |
| HEIN DAVID Lee | CHIEF COMPLIANCE OFFICER | — |
| ZVINGELIS JANIS | DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL | — |
| D'AURIA DANA MARIE | CO-CHIEF INVESTMENT OFFICER | — |
| COPPOLA ROBERT MICHAEL | CHIEF TECHNOLOGY OFFICER | — |
| Joshua B. Warren | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305277/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305277/similar
- Related entities: https://search.stillhousedata.com/firm/305277/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305277

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.