Quantify Funds

Overview

Quantify Funds is a limited liability company operating as an SEC-registered investment adviser (registration year 2023) that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and other fee arrangements, and its stated advisory activities include portfolio management for individuals and small businesses, portfolio management for investment companies, and the selection of other advisers. Quantify Funds also lists roles tied to sponsored investment structures—serving as sponsor or managing member of pooled vehicles and sponsoring limited partnerships—indicating it both allocates to outside managers and can originate or operate pooled investment vehicles. The adviser reports it is not an active ESG investor and does not operate as a multistate adviser. Ownership is held by an individual and the business is classified as an unclassified adviser in the available snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices