Quantel Asset Management LLC

RIASEC RegisteredEst. 2020

Total AUM

$59.7M

Discretionary

$46M

77% of AUM

Avg account

$446K

Accounts

134

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 311013
Registered since: November 25, 2020
Website: www.quantel.ai
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees
Client types: HNWI68.86%
Individuals31.08%
Pension & Profit Sharing Plans0.06%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsSecurity Ratings / Pricing ServicesMarket Timing Services

Firm profile

FINTRX

Overview

Quantel Asset Management LLC is an SEC-registered LLC that began registration in 2020 and serves both individual/family and institutional clients. Its ownership structure is a mix of a domestic entity and an individual. The firm provides discretionary portfolio management alongside non-discretionary services and also engages in publication and security-pricing activities; it lists market timing services among its advisory activities. Fee arrangements are varied — percentage-of-AUM, subscription and fixed fees, and performance-based fees are all used. Quantel identifies itself as an active ESG investor.