QUANTESSENCE CAPITAL

RIASEC RegisteredEst. 2024
Total AUM
$45.5M
Discretionary
$45.5M
100% of AUM
Avg account
$45.5M
Accounts
1
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
330051
Registered since
March 4, 2024
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Other100%

Firm profile

FINTRX

Overview

Quantessence Capital is a small, owner-operated investment adviser organized as an LLC and registered with the SEC in 2024. The firm is unclassified in FINTRX data and lists commodity pool operator/commodity trading adviser (CPO/CTA) activities among its business lines. Its compensation model includes an asset-based fee component and performance-based fees, along with other fee arrangements. Quantessence does not identify itself as an active ESG investor and is not reported as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Derivatives 30%, Cash & Cash Equivalents 30%40%
  • Exchange Traded Equities40%
  • Derivatives30%
  • Cash & Cash Equivalents30%

Owners & executives

3 of 3
  • SAMEH TEDAWES

    CFO & CCOCRD 2770169

  • AMIT MANWANI

    Chief Executive Officer & Chief Investment OfficerCRD 4432239

  • TAHA PATEL

    Chief Technology OfficerCRD 5366844

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
250 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth