QUINT CAPITAL MANAGEMENT
Firm details
- Headquarters
- New York, New York
- CRD number
- 26586
- Registered since
- November 8, 2023
- Website
- quintcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans60.59%
- HNWI39.41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Quint Capital Management is a small private wealth firm that provides portfolio management for individuals and small businesses while also operating as a broker-dealer and insurance intermediary. The firm works with both individual and family clients and some institutional relationships. Its fee model combines percentage-of-AUM charges with fixed fees, and it also conducts registered rep and other financial-product distribution activities. The firm is registered with the SEC (registration year 2023) and is organized as a corporation with domestic and individual ownership elements. Quint Capital does not identify as an active ESG investor in available materials and reports a preference for equity-oriented allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities85%
- US Government Bonds5%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3RUBEN RAMIREZ
CEO & Chief Investment OfficerCRD 2858155
CORRIE SCOBY
Chief Compliance OfficerCRD 4539509
ALEXANDER QUINT
Chief Executive OfficerCRD 1012135
Contacts
3 of 8PATRICK CONSIDINE
Managing DirectorCRD 4012934
MICHAEL RULE
Managing DirectorCRD 1972917
JAMES LOMBARDO
Investment Adviser RepresentativeCRD 1229340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 230 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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