Ebquant, LLC

RIASEC Registered
Total AUM
$23.1K
Discretionary
$23.1K
100% of AUM
Avg account
$7.7K
Accounts
3
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
316874
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • John Geralt

    John Geralt

    Co-FounderCRD 5914365

  • Ryan Tong

    Co-FounderCRD 7461680

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth