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| Quadrant Private Wealth Management LLC
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| |
|---|---|
| CRD # | 277044 |
| SEC # | 801-106484 |
| CIK # | 0001727454 |
| AUM | $1.6 BB (2024-05-16) |
| Employees | 16 (75% Investors, 31% Brokers) |
| Phone | 610-849-2743 |
| Address | 3850 Sierra Circle Center Valley, PA 18034 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 32.1 | |
| NVDA | 399,550.0 | 30.4 | |
| AMZN | 1,092,997.8 | 12.8 | |
| RC | 1,418.1 | 11.5 | |
| ORCL | 182,760.6 | 11.3 | |
| META | 434,852.0 | 9.7 | |
| GOOG | 1,482,566.4 | 8.6 | |
| SNOW | 45,730.1 | 7.6 | |
| BXSL | 4,025.1 | 7.3 | |
| MSFT | 1,918,222.4 | 6.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 470 | 149.2 |
| (b) Individuals (high net worth individuals) | 316 | 1,455.0 |
| (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 | 64 | 21.0 |
| (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 | 2,628 | 1,625.1 |
| By Discretionary | ||
| Discretionary | 2,616 | 1,621.7 |
| Non-Discretionary | 12 | 3.5 |
| Total | 2,628 | 1,625.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,625.1 | |
| Total | 2,628 | 1,625.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001727454] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cherry Creek Family Offices LLC
✚
|
CO | 1.6 |
|
GIA Partners LLC
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|
NY | 1.6 |
|
Argos Capital Partners LLC
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MO | 1.6 |
|
Keebeck Partners LLC
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IL | 1.6 |
|
Kiley Juergens Wealth Management LLC
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|
WA | 1.6 |
|
AMI Asset Management Corp
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|
CA | 1.6 |
|
Crewe Advisors LLC
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|
UT | 1.6 |
|
Transamerica Financial Advisors Inc
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|
FL | 1.6 |
|
Pembroke Management Ltd
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|
1.6 | |
|
Nadler Financial Group Inc
✚
|
IL | 1.6 |