QUALTUS INVESTMENT PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
KEY BISCAYNE, Florida
CRD number
333274
Registered since
October 15, 2024

Firm profile

FINTRX

Overview

Qualtus Investment Partners LLC is a limited liability company that registered with the SEC in 2024. The firm is organized under individual ownership and is classified as unclassified in available records. Its stated business activity is as a CPO or CTA, and it identifies itself as a sponsor, general partner, and managing member of pooled investment vehicles. Public filings indicate the firm does not position itself as an active ESG investor and does not present as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • CARLOS SARAVIA

    Managing Member, PrincipalCRD 4685266

  • JULIO VOLANTE

    Managing Member, PrincipalCRD 7987402

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KEY BISCAYNE, FL

MIAMI DADE

Location

KEY BISCAYNE, FL

Headquartered in KEY BISCAYNE, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
240 Crandon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth