Northquant Capital Management, LLC
RIAState Registered
Total AUM
$20.8M
Discretionary
$20.8M
100% of AUM
Avg account
$1.2M
Accounts
18
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 304449
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.14%
- Other42.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Northquant Capital Management, LLC is a small, owner-operated investment adviser organized as an LLC that focuses on fee-based portfolio management for individuals and families (and small business accounts). The firm bills on a percentage-of-AUM basis and provides discretionary portfolio management services. It reports state registration in Massachusetts and New York, is not positioned as a capital allocator, and does not identify as an active ESG investor.
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Oresund Capital LLC
RIAAUM $20.8MTEAM 1REPS 1
Pathfinder Wealth Advisors, LLC
RIALos Angeles, CA
AUM $20.8MTEAM 2REPS 1
HF Advisory Services, LLC
RIAAUM $20.8MTEAM 1REPS 1
Total Wealth
RIAWest Des Moines, IA
AUM $20.8MTEAM 2REPS 2
FSG Wealth Advisors, LLC
RIAMemphis, TN
AUM $20.8MTEAM 5REPS 6
Waypoint Strategic Wealth LLC
RIAAUM $20.7MTEAM 1REPS 1