QUANTITATIVE ASSET MANAGEMENT, LLC

Overview

Quantitative Asset Management, LLC is a boutique RIA and broker-dealer focused on portfolio management for individual and small business clients. Registered with the SEC since 2007 and owned by an individual, the firm charges fees as a percentage of assets under management and runs a discretionary portfolio practice. Its client base includes both high-net-worth individuals and institutional relationships, but the roster is relatively concentrated, reflecting a boutique operating model rather than mass-market distribution. Investment activity centers on public equities delivered primarily through exchange-traded instruments. The firm’s stated preferences show an equity-first posture with a likely core-satellite approach: a dominant core exposure to exchange-traded equities supplemented by fixed income, mutual funds, and targeted alternative positions. Quantitative Asset Management is not positioned as a capital allocator or pension consultant, and it does not flag active ESG integration. As a broker-dealer-affiliated adviser, it combines execution capabilities with portfolio management for individual and small-business accounts.

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Public Holdings

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Location & Offices