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| Happy Holidays!! thanks for using AUM13F!! |
| Quantitative Strategies Inc
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|---|---|
| CRD # | 117908 |
| SEC # | 801-60783 |
| CIK # | 0001810224 |
| AUM | $186.8 M (2025-03-10) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 818-708-6888 |
| Address | 27001 Agoura Road, Suite 150 Calabasas, CA 91301-5104 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 127.7 |
| (b) Individuals (high net worth individuals) | 29 | 42.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 17.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 204 | 186.8 |
| By Discretionary | ||
| Discretionary | 204 | 186.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 204 | 186.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.8 | |
| Total | 204 | 186.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001810224] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Planned Asset Management LLC
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|
CA | 0.4 |
|
Quantitative Strategies Inc
✚
|
CA | 0.2 |
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|
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