Quantitative Strategies Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Quantitative Strategies Inc
CRD #117908
SEC #801-60783
CIK #0001810224
AUM
Employees 2 (100% Investors, 100% Brokers)
Phone818-708-6888
Address27001 Agoura Road, Suite 150
Calabasas, CA 91301-5104
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
190152114763802002201020182026
AUM Breakdown Accounts AUM ($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 - 2026
13F-HR [0001810224]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
Related Firms State AUM
Planned Asset Management LLC
CA
Quantitative Strategies Inc
CA
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com