Quadrant Private Wealth Management LLC

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Quadrant Private Wealth Management LLC
CRD #277044
SEC #801-106484
CIK #0001727454
AUM $1.6 BB (2024-05-16)
Employees 16 (75% Investors, 31% Brokers)
Phone610-849-2743
Address3850 Sierra Circle
Center Valley, PA 18034
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
17001360102068034002009201420192025
CIK Period
0001727454
/
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 ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 470 149.2
(b) Individuals (high net worth individuals) 316 1,455.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 64 21.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,628 1,625.1
By Discretionary
Discretionary 2,616 1,621.7
Non-Discretionary 12 3.5
Total 2,628 1,625.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,625.1
Total 2,628 1,625.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001727454]
Comparable Firms State AUM ($BB)
Cherry Creek Family Offices LLC
CO 1.6
GIA Partners LLC
NY 1.6
Argos Capital Partners LLC
MO 1.6
Keebeck Partners LLC
IL 1.6
Kiley Juergens Wealth Management LLC
WA 1.6
AMI Asset Management Corp
CA 1.6
Crewe Advisors LLC
UT 1.6
Transamerica Financial Advisors Inc
FL 1.6
Pembroke Management Ltd
1.6
Nadler Financial Group Inc
IL 1.6
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