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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) |
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CIK | Period |
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0001727454 | |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Apple Inc | 2,382,844.0 | 32.1 | |
Nvidia Corp | 399,550.0 | 30.4 | |
Amazon Com Inc | 1,092,997.8 | 12.8 | |
ZAIS Financial Corp | 1,418.1 | 11.5 | |
Oracle Corp | 182,760.6 | 11.3 | |
Facebook Inc | 434,852.0 | 9.7 | |
Alphabet Inc | 1,482,566.4 | 8.6 | |
Snowflake Inc | 45,730.1 | 7.6 | |
Blackstone Secured Lending Fund | 4,025.1 | 7.3 | |
Microsoft Corp | 1,918,222.4 | 6.8 | |
PNC Financial Services Group Inc | 66,069.5 | 6.4 | |
Netflix Inc | 79,791.6 | 5.9 | |
Exxon Mobil Corp | 385,508.3 | 5.7 | |
Air Products & Chemicals Inc /DE/ | 53,782.2 | 4.6 | |
Salesforce Com Inc | 170,602.7 | 4.5 | |
Walt Disney Co | 174,716.7 | 4.4 | |
AbbVie Inc | 269,466.6 | 4.4 | |
Broadcom Inc | 201,282.9 | 4.2 | |
Johnson & Johnson | 465,600.2 | 3.7 | |
Qualcomm Inc/DE | 147,392.0 | 3.7 | |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 470 | 149.2 |
(b) Individuals (high net worth individuals) | 316 | 1,455.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 64 | 21.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 2,628 | 1,625.1 |
By Discretionary | ||
Discretionary | 2,616 | 1,621.7 |
Non-Discretionary | 12 | 3.5 |
Total | 2,628 | 1,625.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,625.1 | |
Total | 2,628 | 1,625.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001727454] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cherry Creek Family Offices LLC
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|
CO | 1.6 |
GIA Partners LLC
✚
|
NY | 1.6 |
Argos Capital Partners LLC
✚
|
MO | 1.6 |
Keebeck Partners LLC
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|
IL | 1.6 |
Kiley Juergens Wealth Management LLC
✚
|
WA | 1.6 |
AMI Asset Management Corp
✚
|
CA | 1.6 |
Crewe Advisors LLC
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|
UT | 1.6 |
Transamerica Financial Advisors Inc
✚
|
FL | 1.6 |
Pembroke Management Ltd
✚
|
1.6 | |
Nadler Financial Group Inc
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|
IL | 1.6 |