Quantamental Technologies LLC
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Overview
Quantamental Technologies LLC is an advisory company located in White Plains, New York. The firm oversees $333.1 million in total assets throughout two client accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. Quantamental Technologies LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets like options, bonds and stocks.
Quantamental Technologies LLC manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction decisions without requiring the client's authorization. The company supervises an average of $166.5 million in assets for each client account. The typical advisor at Quantamental Technologies LLC manages fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The firm's central office is at 50 Main Street, White Plains, New York 10606.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Quantamental Technologies LLC by the Numbers
$333.1 million
3
2
$166.5 million
Fee Structure
Financial advisory fees largely are based on which services the firm provides the client. Fees billed by Quantamental Technologies LLC typically consist of the following fee type: performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its two accounts, Quantamental Technologies LLC's biggest client type is pooled investment vehicles. None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Quantamental Technologies LLC does not have any disclosures.
Please visit its Form ADV for more details.
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