Northquant Capital Management, LLC

RIASEC Registered
Total AUM
$18.8M
Discretionary
$18.8M
100% of AUM
Avg account
$1M
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
304449
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Other57.94%
  • Individuals42.06%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Northquant Capital Management, LLC is a small, individual-owned registered adviser that provides portfolio management services to individuals and small businesses. The firm charges fees as a percentage of assets under management and reports a clear tilt toward public equities rather than alternatives or ESG-driven strategies. Its advisory activity is focused on discretionary management, with an emphasis on separately managed account structures composed primarily of exchange-traded securities.

Assets & Accounts

Public Holdings

Investments & Alternatives

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%

Owners & executives

1 of 1
  • Derek Chin

    Derek Chin

    Managing Director, Chief Compliance OfficerCRD 4205898

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth