Casey, Quirk & Associates
Casey, Quirk & Associates is a boutique management consultancy founded in 2002 that advises asset management firms exclusively, providing proprietary benchmarking surveys, industry research, and strategic advisory on fee defense, operational efficiency, and private markets expansion.
- Company typePrivate
- Founded2002
- HeadquartersDarien, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Casey, Quirk & Associates does
Casey, Quirk & Associates is a management consultancy founded in 2002 and based in Darien, Connecticut, that focuses exclusively on advising asset management firms. The firm operates as a boutique specialist with 11-50 employees and does not serve clients outside the asset management sector. Its core offering is proprietary benchmarking intelligence drawn from annual survey partnerships with McLagan Performance Intelligence, covering operating profit margins, data and technology spending, and operational efficiency metrics of publicly listed asset managers. Beyond publishing survey-based research, the firm provides strategic advisory engagements to asset managers navigating fee pressure, margin compression, and capability expansion into private markets.
The firm's underlying methodology is survey-based research and industry benchmarking rather than a software platform or technology product. Its products and services take the form of research reports, quantitative benchmarking outputs (such as the documented finding that asset manager operating margins declined from 42% in 2021 to 32% in 2023, while data and technology spending grew 13% from 2020 to 2023), and tailored consultancy engagements. The firm does not publicly disclose pricing or commercial terms.
Commercially, Casey Quirk operates through direct advisory engagements with asset manager clients, distribution of research via press release channels including Deloitte (announced 2025-04-03), and publication of industry research to maintain thought leadership positioning. Its customer base is concentrated in publicly listed asset managers seeking to defend fees, grow AUM, and improve operational efficiency, with a secondary segment of financial services consultants seeking industry insights. No revenue, ownership, or financial detail is publicly disclosed.
Casey, Quirk & Associates firmographics
Firmographics- Name
- Casey, Quirk & Associates
- Website
- https://caseyquirk.com
- Company type
- Private
- Founded year
- 2002
- Headcount range
- 11–50 employees
- Short description
- Casey, Quirk & Associates is a boutique management consultancy founded in 2002 that advises asset management firms exclusively, providing proprietary benchmarking surveys, industry research, and strategic advisory on fee defense, operational efficiency, and private markets expansion.
- Ownership category
- akta.pro rank
Casey, Quirk & Associates industry classification
Industry- Product category
- Asset Management Consulting
- NAICS
- Management Consulting Services (54161), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- Corporate Strategy Advisory (BPAHADAA)
Keywords
Where Casey, Quirk & Associates is headquartered
LocationHeadquarters
- HQ city
- Darien
- HQ country
- United States
- HQ region
- North America
Markets served
Casey, Quirk & Associates business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Casey, Quirk & Associates product offering
Product offeringCore offering
Casey, Quirk & Associates is a management consultancy focused exclusively on the asset management industry. It conducts annual benchmarking surveys on operating profit margins, data and technology spending, and industry performance in partnership with McLagan Performance Intelligence, and provides strategic consulting on fee defense, private markets expansion, operational efficiency, and M&A/partnership guidance to publicly listed asset managers.
Product overview
Casey, Quirk & Associates is a consulting and strategy firm that provides benchmarking surveys and research services for asset managers. the firm conducts benchmarking surveys in partnership with McLagan Performance Intelligence, analyzing metrics such as operating profit margins, data and technology spending, and industry trends in the asset management sector. The firm produces research reports on topics including private markets, fee structures, and operational efficiency rather than offering a software product platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Annual Asset Manager Benchmarking Survey An annual benchmarking survey conducted in partnership with McLagan Performance Intelligence that analyzes asset managers' operating profit margins, data and technology spending, and overall industry performance metrics. Outputs are used by publicly listed asset managers for benchmarking and strategic planning.
- Strategic Consulting for Asset Managers Direct advisory engagements for publicly listed asset managers covering fee defense, operational efficiency improvement, capability expansion, and growth strategy. Targets firms navigating declining margins and rising costs.
- Private Markets Expansion Advisory Strategic guidance for asset managers seeking to pivot into or expand within private markets, including M&A and partnership recommendations and capability-expansion roadmaps.
- Asset Management Industry Research Reports Research reports covering asset management industry trends including private markets growth, fee structures, operational efficiency, and industry consolidation. Distributed via industry publications and partner platforms such as Deloitte.
Quantifiable outcome
- Asset managers' operating profit margins declined from 42% in 2021 to 32% in 2023
- +1 more outcomes
Companies that use Casey, Quirk & Associates
Customer profileSegments2 records
Ideal customer profiles2 records
Casey, Quirk & Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Casey, Quirk & Associates partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- DeloittecoreDeloitte published Casey Quirk results as a press release, highlighting findings about publicly listed asset managers' pivot to private markets in 2024. Deloitte serves as a distribution channel for Casey Quirk's industry research to its broader financial services client network.
- McLagan Performance IntelligencecoreCasey Quirk conducts annual benchmarking surveys in partnership with McLagan Performance Intelligence, covering asset managers' operating profit margins, technology spending, and industry performance metrics. This partnership produces comprehensive industry benchmarking reports used by publicly listed asset managers.
Recent moves3 records
Expansion highlights3 records
Casey, Quirk & Associates competitors and assessment
Company assessmentMarket position
Strengths5 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Casey, Quirk & Associates social profiles
Digital presenceCasey, Quirk & Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
Casey, Quirk & Associates leadership team
Management profileNumber of profiles
Casey, Quirk & Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Casey, Quirk & Associates M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Casey, Quirk & Associates
What does Casey, Quirk & Associates do?
Casey, Quirk & Associates is a management consultancy focused exclusively on the asset management industry. It conducts annual benchmarking surveys on operating profit margins, data and technology spending, and industry performance in partnership with McLagan Performance Intelligence, and provides strategic consulting on fee defense, private markets expansion, operational efficiency, and M&A/partnership guidance to publicly listed asset managers.
When was Casey, Quirk & Associates founded?
Casey, Quirk & Associates was founded in 2002. It employs 11 to 50 people.
Where is Casey, Quirk & Associates based?
Casey, Quirk & Associates is headquartered in Darien, United States, in the North America region.
Does Casey, Quirk & Associates have an API?
No public API is recorded for Casey, Quirk & Associates.
What industry is Casey, Quirk & Associates in?
Casey, Quirk & Associates's product category is Asset Management Consulting. Its primary akta.pro industry code is BPAHADAA, Corporate Strategy Advisory. Its NAICS code is 54161 and its SIC code is 8742.