Quoinage Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 310802
- Website
- quoinage.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.13%
- Individuals4.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Quoinage Capital LLC operates as an independent registered investment adviser serving individuals and families, with an owner-operated structure. The firm focuses on discretionary portfolio management and financial planning for individual and small business clients, charging a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements. Quoinage maintains a conservative product orientation: the bulk of client capital is allocated to public funds and mutual funds rather than direct stock-picking or active alternative program management. The adviser reports no active ESG investing program and is not positioned as a multi-state or institutional pension consultant. It does not identify itself as a capital allocator to third-party alternative fund managers, and it does not appear to operate a related advisory entity. Investment management is delivered at a level appropriate for high-net-worth individuals and families who want a straightforward, mutual-fund-centered portfolio solution combined with financial planning.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities9%
- Private Funds2%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Joshua Clifford
FounderCRD 6100592
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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