QUANTUM CAPITAL MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEW HAVEN, Connecticut
CRD number
323719

Firm profile

FINTRX

Overview

Quantum Capital Management operates as a limited liability company focused on investment activities. The firm does not classify itself under a specific category and does not engage in capital allocation. It is not recognized as an active ESG investor and does not operate as a multi-state adviser. The firm appears to have a straightforward approach to investment management, although specific details regarding its client base and fee structure are not disclosed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Peter Kozodoy

    Founding Partner & CEOCRD 7644436

Contacts

1 of 1
  • Ryan Spagnolo

    Registered RepresentativeCRD 6573400

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEW HAVEN, CT

NEW HAVEN

Location

NEW HAVEN, CT

Headquartered in NEW HAVEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW HAVEN
Address
85 Willow St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth