QUARTUS INVESTMENT ADVISORS LLC

RIASEC RegisteredEst. 2017
Total AUM
$155M
Discretionary
$155M
100% of AUM
Avg account
$51.7M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
287597
Registered since
May 4, 2017
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Quartus Investment Advisors LLC is a SEC-registered LLC that operates as a venture capital manager to pooled investment vehicles. Registered in 2017, the firm serves institutional clients and charges advisory fees based on a percentage of assets under management. Its principal advisory activity is portfolio management for pooled vehicles, and it also functions as sponsor, general partner, and managing member of those vehicles rather than acting as a third-party allocator. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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

Contacts

1 of 1
  • AFZAL TARAR

    Founder, Chairman and Managing PartnerCRD 6743852

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

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
135 W 41st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth