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| Prime Quadrant US LLC
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| |
|---|---|
| CRD # | 322068 |
| SEC # | 801-126068 |
| CIK # | |
| AUM | $354.9 MM (2024-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 212-365-7400 |
| Address | 8002 St Clair Avenue East Toronto, Canada |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 30 | 354.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 30 | 354.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 30 | 354.9 |
| Total | 30 | 354.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.9 | |
| Total | 30 | 354.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Granite Bay Wealth Management LLC
✚
|
NH | 0.4 |
|
Wood Tarver Financial Group LLC
✚
|
ID | 0.4 |
|
True North Retirement Advisors LLC
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|
OR | 0.4 |
|
Paradigm Wealth Advisory LLC
✚
|
NJ | 0.4 |
|
TrueWealth Advisors LLC
✚
|
AL | 0.4 |
|
Rainsberger Wealth Advisors Inc
✚
|
CO | 0.4 |
|
Union Square Investment Co
✚
|
CA | 0.4 |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 0.4 |
|
SOWA Financial Group Inc
✚
|
RI | 0.4 |
|
Money Management Services Inc
✚
|
AL | 0.4 |