Ooda Quantum Capital, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
5

Firm details

Headquarters
Johnston, Iowa
CRD number
339749
Fee structure
Performance Based Fees
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ooda Quantum Capital, LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. The firm is owned by an individual and concentrates its advisory work on portfolio management for businesses and institutional clients rather than retail households. Its compensation model includes performance-based fees, indicating a pay-for-performance arrangement rather than solely asset-based billing. The firm's snapshot flags several operational characteristics: it is not designated as a capital allocator, is not identified as an active ESG investor, and it does not present itself as a pension consultant or a related adviser. The record also indicates it is not a newly formed adviser and is not registered as a multi-state adviser; the year of SEC registration is not recorded in the available snapshot.

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

Contacts

3 of 5
  • Barry Steinman

    PartnerCRD 1962590

  • Josiah Green

    CRD 8203684

  • Rory Riggs

    Rory Riggs

    ChairmanCRD 1080612

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Johnston, IA

Polk

Location

Johnston, IA

Headquartered in Johnston, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
Polk
Address
6701 Corporate Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth