Quantitative Strategies Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Quantitative Strategies Inc
CRD #117908
SEC #801-60783
CIK #0001810224
AUM $172.1 MM (2024-03-25)
Employees 2 (100% Investors, 100% Brokers)
Phone818-708-6888
Address27001 Agoura Road, Suite 150
Calabasas, CA 91301-5104
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
180144108723602000200820162025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 169 103.0
(b) Individuals (high net worth individuals) 26 57.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 10 11.6
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 205 172.1
By Discretionary
Discretionary 205 172.1
Non-Discretionary 0 0.0
Total 205 172.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 172.1
Total 205 172.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001810224]
Related Firms State AUM ($BB)
Planned Asset Management LLC
CA 0.3
Quantitative Strategies Inc
CA 0.2
Comparable Firms State AUM ($BB)
JHP Wealth Management LLC
CO 0.2
Bright Angel Advisors LLC
MN 0.2
ETRE LLC
MA 0.2
Hutchinson & Ziegler Financial Advisors Inc
CA 0.2
Alpha ZERO LLC
FL 0.2
Vivid Wealth Management LLC
IA 0.2
Monaco Capital Management LLC
VA 0.2
Everest Wealth Management LLC
KS 0.2
Inman Wealth Management LLC
MS 0.2
Christian Investment Advisors Inc
TX 0.2
Terms | Privacy | Guide
tony@aum13f.com