QUANTUM ARC INVESTMENTS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
340117

Firm profile

FINTRX

Overview

Quantum Arc Investments operates as a limited liability company, focusing on various financial products. The firm engages in activities related to the sale of financial products and operates as a managing member of pooled investment vehicles. While it does not classify itself as a capital allocator or pension consultant, it has established a presence in the financial services sector. The firm does not actively pursue Environmental, Social, and Governance (ESG) investment strategies, indicating a more traditional approach to investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Dwip Mahajan

    CIO & PartnerCRD 8203403

  • DAVID ZHU

    GENERAL PARTNER, CIOCRD 5469901

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
20 Park Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth