Quarterpoint

Overview

Quarterpoint is a small, equity-focused registered investment adviser that manages portfolios for individuals and small businesses on a percentage-of-AUM fee model. The firm’s filings show a clear preference for equity exposure, with the bulk of client capital held in non-exchange-traded equity positions. Advisory activity centers on discretionary portfolio management rather than institutional or pension consulting work. Quarterpoint does not identify as an active ESG investor, is not multi-state, and is not positioned as a capital allocator or related adviser. Given its client base and scale, the firm appears to run concentrated, client-level equity strategies supplemented by pooled mutual fund exposure and selective allocations to real estate through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices