Quantbase is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 30, 2026, reports $27M in regulatory assets under management, 2 employees, and 5,887 accounts.
Assets Under Management
$27M
Employees
2
Offices
--
Total Clients
5,887
Primary office
NEW YORK, NY
30 WALL STREET, SUITE 801, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.4% of total clients.
Top client categories% of clientsClients
1
Individuals
97.4%
5,736
2
HNWI
2.6%
151
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$27Mas of April 30, 2026
Discretionary100.0%
$27M
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.
Total AUM$27M
Total Accounts5,887
10Y AUM Change+$27M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee2944:1
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.