QUANTUM PORTFOLIO MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$340M
Discretionary
$305M
90% of AUM
Avg account
$1.5M
Accounts
234
Employees
7
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
326280
Registered since
May 9, 2023
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • Charitable Organizations74.87%
  • HNWI24%
  • Individuals1.12%
  • Other0.01%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quantum Portfolio Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2023. The firm advises both individuals and families as well as institutional clients, providing portfolio management for individuals/small businesses and for businesses or institutions. Its stated fee model is a percentage of assets under management. The firm identifies itself as an active ESG investor and reports a preference for equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 40%, Cash & Cash Equivalents 22%, Investment Grade Corp Bonds 18%, US Government Bonds 8%, Non-Exchange Traded Equities 4%, State & Local Bonds 4%, Public Funds/Mutual Funds 2%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%40%
  • Exchange Traded Equities40%
  • Cash & Cash Equivalents22%
  • Investment Grade Corp Bonds18%
  • US Government Bonds8%
  • Non-Exchange Traded Equities4%

Owners & executives

1 of 1

  • MICHAEL DURETTE

    Chief Revenue OfficerCRD 4935253

Contacts

3 of 6

  • HENRY BENTON

    Financial AnalystCRD 8126856

  • KENNETH ELLIOTT

    Partner, DirectorCRD 6670332

  • ANDREW ZORAIAN

    Financial AnalystCRD 8122636

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 61

Active vs passive

$624M in ETFs

Passive

99%

$616M

Active

1%

$7.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$294M917,49447.18%
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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
10 E 53rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth