Quantamental Technologies LLC (White Plains)

Quantamental Technologies LLC is a large advisory firm based in White Plains. It manages $174.72 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019.

Quantamental Technologies provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quantamental Technologies: assets under management

The assets under management (AUM) of Quantamental Technologies LLC is $174.72 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $174.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.72 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Quantamental Technologies LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Quantamental Technologies serves?

The only and largest group of clients of Quantamental Technologies is pooled investment vehicles with 1 clients and $174.72 million of assets under management. Among the 11 most similar advisory firms, Quantamental Technologies has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $174.72 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Quantamental Technologies also advises several private funds.

Careers at Quantamental Technologies LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in White Plains

The principal office where Quantamental Technologies LLC performs its advisory services is located at 50 Main Street, White Plains, NY 10606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.