VINEYARD QUANT MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MONTEBELLO, New York
CRD number
339662
Registered since
November 21, 2025

Firm profile

FINTRX

Overview

Vineyard Quant Management LLC is an LLC that registered with the SEC in 2025 and is owned by an individual. The firm is classified as unclassified in the source data and is not reported to operate as a multi-state adviser, a pension consultant, or a related adviser. It is not identified as an active ESG investor. The firm is involved in pooled investment vehicles and is listed as a sponsor, general partner, and managing member for those vehicles. The data does not characterize Vineyard Quant as a capital allocator; instead its role appears focused on operating and managing pooled funds.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Zachary Marx

    Chief Investment OfficerCRD 8193277

Contacts

1 of 1
  • JACOB KARMEL

    Managing Member and Portfolio ManagerCRD 8193289

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MONTEBELLO, NY

ROCKLAND

Location

MONTEBELLO, NY

Headquartered in MONTEBELLO, 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
ROCKLAND
Address
400 Rella Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth