Quantify Funds is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 24, 2026, reports $133M in regulatory assets under management, 4 employees, 1 office, and 71 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.6% of total clients.
Top client categories% of clientsClients
1
HNWI
67.6%
23
2
Individuals
17.6%
6
3
Investment Cos.
14.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$133Mas of March 24, 2026
Discretionary100.0%
$133M
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$133M
Total Accounts71
10Y AUM Change+$133M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee9:1
10Y Employee Change+2 (+100.0%)
* 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.