QUAD PARTNERS LLC

RIASEC RegisteredEst. 2012
Total AUM
$743M
Discretionary
$743M
100% of AUM
Avg account
$61.9M
Accounts
12
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
160097
Registered since
February 15, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Quad Partners LLC is an investment manager focused on private equity and pooled vehicle management for institutional clients. The firm operates as a capital allocator and sponsor/GP of closed-end pooled funds, taking an active role in fund formation and ongoing portfolio management. Its advisory work centers on managing private equity pools rather than individual retail accounts, and it charges a mix of asset-based and performance-linked fees common in private fund structures. The firm is structured as a limited liability company with an individual owner and has been SEC-registered since 2012. Quad Partners does not present itself as an active ESG investor and primarily concentrates on private equity strategies and related sponsor responsibilities rather than broad multi-asset public market portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • LINCOLN FRANK

    Founder & Managing PartnerCRD 1690220

  • DANIEL NEUWIRTH

    Co-Founder and Managing PartnerCRD 2526709

  • RUSSELL DRITZ

    PrincipalCRD 4220896

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
570 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth