Quadram Capital LLC
RIASEC Registered
Total AUM
$850K
Discretionary
$850K
100% of AUM
Avg account
$85K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 285815
- Website
- www.quadramcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Quadram Capital LLC is a small, individually owned advisory firm organized as an LLC that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and offers pension consulting services. Its fees include a percentage of assets under management and hourly charges. Quadram is not flagged as an active ESG investor and does not appear to operate as a multi-state adviser or a capital allocator.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents64%
- Public Funds/Mutual Funds19%
- Exchange Traded Equities17%
Contacts
1 of 1
Sunil Joshi
Managing PartnerCRD 5233347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations