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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Prime Quadrant US LLC
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|---|---|
| CRD # | 322068 |
| SEC # | 801-126068 |
| CIK # | |
| AUM | $1.1 B (2025-07-18) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 212-365-7400 |
| Address | 8002 St Clair Avenue East Toronto, Canada |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 16 | 1,054.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 1,054.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 57 | 1,054.8 |
| Total | 57 | 1,054.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 208.2 | |
| United States Persons | 846.7 | |
| Total | 57 | 1,054.8 |
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|---|---|---|
|
Vision Capital Management Inc
✚
|
OR | 1.1 |
|
Live Oak Private Wealth LLC
✚
|
NC | 1.1 |
|
Hamilton Point Investment Advisors LLC
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|
NC | 1.1 |
|
Souders Financial Advisors LLC
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|
OH | 1.1 |
|
Brookwood Investment Group LLC
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|
AZ | 1.1 |
|
Ameriserv Wealth Advisors Inc
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|
PA | 1.1 |
|
Pinnacle Investments LLC
✚
|
NY | 1.1 |
|
Private Client Services LLC
✚
|
KY | 1.1 |
|
KWMG LLC
✚
|
KS | 1.0 |
|
Woodard & Co Asset Management Group Inc
✚
|
NC | 1.0 |