Ebquant, LLC
Firm details
- Headquarters
- ,
- CRD number
- 316874
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ebquant, LLC is a very small registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and shows a clear preference for equity exposure, with its reported assets invested in exchange-traded equities. Ebquant does not position itself as an active ESG investor, is not a multi-state adviser, and is classified as an individual-owned limited liability company. Beyond client-facing advisory work, the firm is identified as a sponsor, general partner, or managing member of pooled investment vehicles, indicating capability or intent to form and operate private pooled structures. That affiliation can point to occasional engagement with private fund management or similar vehicles, although Ebquant does not report acting as a broad capital allocator to third-party alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2John Geralt
Co-FounderCRD 5914365
Ryan Tong
Co-FounderCRD 7461680
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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