Quasar

Overview

Quasar is organized as a limited liability company and is SEC-registered as of 2026. The firm describes itself as a newly formed adviser that provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It indicates it operates as a capital allocator, suggesting its model includes directing client capital to external managers or strategies rather than relying solely on in-house proprietary products. Ownership is listed as a mix of a domestic entity and an individual. Quasar charges fixed fees and hourly fees, does not self-identify as an active ESG investor, and notes an industry affiliation with an accountant.

Assets & Accounts

Location & Offices