Quantcore Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 166321
- Registered since
- January 16, 2013
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Quantcore Capital Management, LLC is a small, SEC-registered investment adviser formed as an LLC that concentrates on discretionary portfolio management for individuals, families and small businesses. The firm uses a fee model that includes a percentage of assets under management and permits performance-based fees for certain accounts, signaling willingness to run outcome-oriented strategies for eligible clients. Investment emphasis is on liquid, exchange-traded securities and ETFs as core building blocks; the firm does not identify as an active ESG investor and does not operate as a multi-state advisory platform or pension consultant. Capital-allocation activity is limited, but the firm does deploy capital into selective private-placement opportunities on behalf of clients.
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 1Martin Lockstrom
PrincipalCRD 6147702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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