PRIME QUADRANT

Overview

Prime Quadrant operates as an independent registered investment adviser serving high‑net‑worth individuals and families. The firm positions itself as a capital allocator and manager of pooled vehicles while also providing financial planning and portfolio management services. Its business model emphasizes advisory work delivered on a fixed‑fee basis and includes selection of outside managers and educational workshops for clients. The adviser reports a client base concentrated in a small number of large relationships and appears to focus on liquid public markets supplemented by private market allocations and sponsor/GP activity for pooled investments. Prime Quadrant runs advisory relationships on a non‑discretionary basis, which means clients retain final trading authority and the adviser typically provides recommendations, portfolio construction and manager due diligence rather than unilateral trading authority. The firm is not an active ESG investor and lists activity across both individual portfolios and pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices