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| Happy Holidays!! thanks for using AUM13F!! |
| Quadrant Private Wealth Management LLC
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| CRD # | 277044 |
| SEC # | 801-106484 |
| CIK # | 0001727454 |
| AUM | $1.8 B (2025-03-25) |
| Employees | 19 (63% Investors, 26% Brokers) |
| Phone | 610-849-2743 |
| Address | 3850 Sierra Circle Center Valley, PA 18034 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 45.9 | ||
| Facebook Inc | 15.3 | ||
| Snowflake Inc | 14.6 | ||
| Netflix Inc | 11.8 | ||
| Microsoft Corp | 10.1 | ||
| Broadcom Inc | 8.9 | ||
| Alphabet Inc | 8.8 | ||
| Walt Disney Co | 7.5 | ||
| PNC Financial Services Group Inc | 7.1 | ||
| Blackstone Secured Lending Fund | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 457 | 146.1 |
| (b) Individuals (high net worth individuals) | 352 | 1,654.2 |
| (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 | 25 | 12.1 |
| (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 | 2,764 | 1,812.5 |
| By Discretionary | ||
| Discretionary | 2,750 | 1,809.2 |
| Non-Discretionary | 14 | 3.2 |
| Total | 2,764 | 1,812.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,812.5 | |
| Total | 2,764 | 1,812.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001727454] |
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|---|---|---|
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1.8 | |
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Golden State Wealth Management LLC
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Provise Management Group LLC
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FL | 1.8 |
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FountainCap Research & Investment Hong Kong Co Limited
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Financial Management Network Inc
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CA | 1.8 |