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Building 2QUANTUM PORTFOLIO MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-466-6760
NotebookSEC #801-127936
Total AUM
$339.6M
Employees
7
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 E. 53RD STREET
SUITE 1400
NEW YORK
NY 10022
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-466-6760
Other Offices
1

ReceiptFinancials

Total AUM
$339.6M
Accounts
234
Discretionary
$304.9M
Accounts
218
Non-Discretionary
$34.7M
Accounts
16

ContactClients

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Individual Clients
12
AUM
$3.8M
HNW Individual Clients
24
AUM
$81.5M
Charitable Organization Clients
10
AUM
$254.2M
Other Clients
1
AUM
$44.2K
Description of Other Clients
FIRM PROP ACCOUNT

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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