QUANTBASE
Firm details
- Headquarters
- New York, New York
- CRD number
- 315414
- Registered since
- December 13, 2021
- Website
- www.getquantbase.com
- Custodians
- ALPACA SECURITIES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals81.69%
- HNWI18.31%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Quantbase LLC is an SEC‑registered advisory firm (registered in 2021) that provides portfolio management for individuals and small businesses. The firm serves an individual and family client base and charges a mix of percentage‑of‑AUM, fixed, and performance‑based fees. Quantbase is organized as a limited liability company and is classified in the dataset as unclassified; it does not identify as a multi‑state adviser or an active ESG investor. Its stated advisory activity is direct portfolio management rather than institutional consulting or capital allocation.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities49%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Logan Weaver
CEOCRD 7669530
Contacts
1 of 1TANYA FRIAS
Head of Wealth ServicesCRD 4250965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 30 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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