Zquant Advisory, LLC

Overview

Zquant Advisory, LLC is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm’s stated activity profile covers financial planning, direct portfolio management across individuals, small businesses and pooled investment vehicles, plus pension consulting. It is structured to offer a range of fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — which allows the adviser to tailor engagement economics to different client needs. Investment activity is focused on equities, with a stated preference for exchange-traded securities. The firm does not position itself as an active ESG investor and is not a multi-state adviser. Zquant Advisory also lists roles as sponsor, general partner and managing member of pooled investment vehicles, which indicates the capability to create or manage private pooled structures in addition to acting as an adviser to external clients.

Assets & Accounts

Public Holdings

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Location & Offices