Quent Capital, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 308203
- Registered since
- April 30, 2020
- Website
- www.quentcapital.com
- Custodians
- PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI87.96%
- Pooled Investment Vehicles6.02%
- Charitable Organizations2.87%
- Pension & Profit Sharing Plans1.55%
- Individuals1.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Quent Capital, LLC is an independent registered investment adviser that began SEC registration in 2020 and operates as an LLC. The firm serves both individual and family clients as well as institutional investors, providing portfolio management for private clients and for pooled investment vehicles. Its fees combine an asset-based charge with the potential for performance-based compensation. Quent Capital does not present itself as a capital allocator, is not organized as a multi-state adviser, and is not flagged as an active ESG investor. The firm's professional network includes accounting affiliations that support its advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities39%
- Private Funds6%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Jessica Murray
Partner & Chief Compliance OfficerCRD 4675076
Melissa Danenberg
CCO & COOCRD 2377267
Contacts
3 of 10
Keri Primack
Managing Director, HeadCRD 2405848
Gregg Fisher
Founder & Portfolio ManagerCRD 2271529
William Jollie
PresidentCRD 3265071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 242Active vs passive
$1.6B in ETFs
90%
$1.5B
10%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $143M | 1,119,968 | 8.90% |
Location
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
- 1120 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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