Quantstreet Capital

RIASEC & State Registered

Total AUM

$193M

Discretionary

$193M

100% of AUM

Avg account

$2.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 316095
Registered since: February 27, 2026
Website: quantstreetcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI99.36%
Individuals0.64%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Quantstreet Capital is an independent, individual-owned LLC that operates as a registered investment adviser; it registered with the SEC in 2026. The firm serves both individual and family clients as well as institutional clients and provides a mix of services including financial planning, portfolio management for individuals and small businesses, publication of periodicals/newsletters, and educational seminars or workshops. Its fee model is flexible, incorporating percentage-of-AUM billing alongside hourly and fixed fees and other arrangements. The firm notes an industry affiliation with a law firm and does not identify as an active ESG investor or a capital allocator.