1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2QUANTIFY FUNDS

Map pin
Phone917-696-6359
NotebookSEC #801-129075
Total AUM
$133.2M
Employees
4
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
917-696-6359
Other Offices
1

ReceiptFinancials

Total AUM
$133.2M
Accounts
71
Discretionary
$133.2M
Accounts
71
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
6
AUM
$1.4M
HNW Individual Clients
23
AUM
$40.9M
Investment Company Clients
5
AUM
$90.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account