Sanjeev
Pati

Quent Capital, LLC

CRD#7426733
Investment Advisor
in New York, NY

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About this Advisor

Sanjeev Pati is a financial advisor based in New York, New York, working with Quent Capital, LLC. Sanjeev has previously held positions at People'S United Advisors, Gerstein Fisher, and Quent Capital. Sanjeev is registered to provide services in New York. Currently, Sanjeev is part of Quent Capital, LLC, which operates out of New York, New York. The firm has 12 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Quent Capital, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1120 Avenue Of The Americas, 4Th Floor
New York, NY 10036

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Quent Capital, LLC Brokerage Details

Total Assets Under Management

$1,377,379,064

NY Average: $7,464,549,021
Total Number of Employees

12

NY Average: 88
Total Number of Accounts

1,994

NY Average: 3,892
Average Account Size

$690,762

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Sanjeev Pati Work History

2021 - Present (4 years)

Quent Capital

2019 - 2021 (2 years)

People'S United Advisors

2016 - 2019 (3 years)

People'S United Advisors

2012 - 2016 (4 years)

Gerstein Fisher

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sanjeev Pati to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Quent Capital, LLC

Joshua Seward
New York, NY
Robert Ostrower
New York, NY
Abhijit Naik
New York, NY
Sanjeev Pati
New York, NY
Keri Primack
New York, NY
William Jollie
New York, NY
Gregg Fisher
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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