Quantitative Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minnetonka, MN. Its latest Form ADV filing, dated March 27, 2026, reports $187M in regulatory assets under management, 2 employees, and 155 accounts.
Assets Under Management
$187M
Employees
2
Offices
--
Total Clients
155
Primary office
MINNETONKA, MN
4350 BAKER ROAD, SUITE 160, MINNETONKA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.3% of total clients.
Top client categories% of clientsClients
1
Individuals
70.3%
109
2
HNWI
28.4%
44
3
Charitable
1.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of March 27, 2026
Discretionary100.0%
$187M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$187M
Total Accounts155
10Y AUM Change+$74M (+64.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee78:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.