Quarton Capital Partners

Overview

Quarton Capital Partners operates as a privately owned limited liability company that provides financial planning and discretionary portfolio management aimed at individuals and small businesses. The firm is owned by an individual (no affiliated parent firm) and charges clients on a percentage-of-assets-under-management basis, with the option to bill hourly for certain services. Its filings indicate it is not positioned as an institutional capital allocator, does not market itself as an ESG-focused investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings