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Quantitative Strategies Inc
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CRD # | 117908 |
SEC # | 801-60783 |
CIK # | 0001810224 |
AUM | $172.1 MM (2024-03-25) |
Employees | 2 (100% Investors, 100% Brokers) |
Phone | 818-708-6888 |
Address | 27001 Agoura Road, Suite 150 Calabasas, CA 91301-5104 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 169 | 103.0 |
(b) Individuals (high net worth individuals) | 26 | 57.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 10 | 11.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 205 | 172.1 |
By Discretionary | ||
Discretionary | 205 | 172.1 |
Non-Discretionary | 0 | 0.0 |
Total | 205 | 172.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 172.1 | |
Total | 205 | 172.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001810224] |
Related Firms | State | AUM ($BB) |
---|---|---|
Planned Asset Management LLC
✚
|
CA | 0.3 |
Quantitative Strategies Inc
✚
|
CA | 0.2 |
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