Ebquant, LLC
Firm details
- Headquarters
- ,
- CRD number
- 316874
- Website
- ebquant.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ebquant, LLC is a small, individually owned limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges fees based on a percentage of assets under management. It does not position itself as an ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or capital allocator in the available filings. Regulatory classification is listed as unclassified. The firm also reports roles such as sponsor, general partner, or managing member of pooled investment vehicles, which indicates involvement in forming or managing pooled structures even though no further detail about those vehicles is provided in the source materials.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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