Quantcore Capital Management, LLC
RIASEC RegisteredEst. 2013
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$62.5K
Accounts
80
Employees
5
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 166321
- Registered since
- January 16, 2013
- Website
- www.quantcorecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Quantcore Capital Management, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2013. The firm focuses on portfolio management for individuals and small businesses rather than institutional or multi-state mandates. Its business model charges a percentage-of-assets fee and can include performance-based fees. Quantcore does not identify as an ESG investor, is not a capital allocator, and does not provide pension consulting or related-adviser services.
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 Equities80%
- Derivatives20%
Contacts
1 of 1
Martin Lockstrom
PrincipalCRD 6147702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations