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. The firm serves both individual/family clients and institutional investors, providing portfolio management for individuals and small businesses as well as for pooled investment vehicles. Its compensation mixes a percentage-of-AUM fee with performance-based fees. Ownership is reported as a mix of a domestic entity and an individual. The firm does not identify as a capital allocator, does not present itself as an active ESG investor, and is not registered as a multi-state adviser. An accounting firm relationship is listed among its industry affiliations.
Assets & Accounts
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
1 of 1JESSICA MURRAY
Partner & Chief Compliance OfficerCRD 4675076
Contacts
3 of 10GREGG FISHER
Founder & Portfolio ManagerCRD 2271529
Katia Del Muro Suarez
Senior Portfolio AnalystCRD 8128320
ROBERT SOLLAZZO
Senior Private Client AdvisorCRD 7431805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$1.3B in ETFs
91%
$1.2B
9%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $128M | 1,053,250 | 10.10% |
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
Similar firms
CHURCHILL DLC ADVISOR LLC
RIANew York, NY
M.D. SASS, LLC
RIANew York, NY
ELEQUIN CAPITAL, LP
RIANew York, NY
BLUE ROAD MANAGEMENT, L.P.
RIANew York, NY
AVESTAR CAPITAL, LLC
RIANew York, NY
JLC INFRASTRUCTURE
RIANew York, NY