SARATOGA SPRINGS, NYCRD 174327Latest ADV December 26, 2025
Quartz Partners Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saratoga Springs, NY. Its latest Form ADV filing, dated December 26, 2025, reports $398M in regulatory assets under management, 26 employees, 12 offices, and 1,277 accounts.
Assets Under Management
$398M
Employees
26
Offices
12 offices
Total Clients
704
Primary office
SARATOGA SPRINGS, NY
85 RAILROAD PLACE, SUITE 101A, SARATOGA SPRINGS, NY, United States
Top client segmentIndividuals represent 88.2% of total clients.
Top client categories% of clientsClients
1
Individuals
88.2%
621
2
HNWI
9.5%
67
3
Pension Plans
1.1%
8
4
Other Advisers
0.7%
5
5
Corporations
0.4%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$398Mas of December 26, 2025
Discretionary87.8%
$349M
88% of total RAUM87.8%
Non-discretionary12.2%
$48M
12% of total RAUM12.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$398M
Total Accounts1,277
10Y AUM Change+$343M (+620.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee27:1
10Y Employee Change+22 (+550.0%)
* 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.