Quantify Funds

Overview

Quantify Funds is a limited liability company that registered with the SEC in 2023 and operates as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management plus other fee arrangements, and its advisory scope includes portfolio management for individuals and small businesses, portfolio management for investment companies, and the selection of external advisers. The firm is not an active ESG investor and is not designated as a multi-state adviser. Quantify Funds also has roles beyond discretionary management: its filings indicate involvement as a sponsor or general partner of pooled vehicles and as sponsor of limited partnerships, in addition to selecting third-party managers for allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices