QUANTBASE

RIASEC RegisteredEst. 2021
Total AUM
$26.6M
Discretionary
$26.6M
100% of AUM
Avg account
$4.5K
Accounts
5,887
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
315414
Registered since
December 13, 2021
Custodians
ALPACA SECURITIES LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Individuals81.69%
  • HNWI18.31%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Quantbase LLC is an SEC‑registered advisory firm (registered in 2021) that provides portfolio management for individuals and small businesses. The firm serves an individual and family client base and charges a mix of percentage‑of‑AUM, fixed, and performance‑based fees. Quantbase is organized as a limited liability company and is classified in the dataset as unclassified; it does not identify as a multi‑state adviser or an active ESG investor. Its stated advisory activity is direct portfolio management rather than institutional consulting or capital allocation.

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: Public Funds/Mutual Funds 50%, Exchange Traded Equities 49%, Cash & Cash Equivalents 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities49%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Logan Weaver

    CEOCRD 7669530

Contacts

1 of 1
  • TANYA FRIAS

    Head of Wealth ServicesCRD 4250965

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
30 Wall St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth