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
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Derivatives 20%80%
  • Exchange Traded Equities80%
  • Derivatives20%

Contacts

1 of 1
  • Martin Lockstrom

    Martin Lockstrom

    PrincipalCRD 6147702

Wealth teams

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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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth