Quantify Funds

Overview

Quantify Funds is organized as a limited liability company that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registered in 2023) and provides portfolio management for individuals/small businesses and investment companies, and it also selects and oversees other advisers. Fee arrangements include a percentage-of-AUM component plus other fee arrangements. Quantify Funds is not an active ESG investor and does not list pension consulting among its services. The firm’s activities extend beyond advisory-only roles: it identifies and allocates to third-party managers, sponsors or serves as GP/managing member of pooled investment vehicles, and can sponsor limited partnerships. Those sponsor and selection roles indicate Quantify Funds runs both discretionary portfolios and allocates to outside managers or co-sponsored vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices