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| Quartz Partners LLC
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| CRD # | 174327 |
| SEC # | 801-80822 |
| CIK # | 0001659978 |
| AUM | 611.9 M (2026-06-08) |
| Employees | 26 (85% Investors, 31% Brokers) |
| Phone | 800-433-0422 |
| Address | 85 Railroad Place Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 8.2 | ||
| Nvidia Corp | 8.0 | ||
| Apple Inc | 7.4 | ||
| Alphabet Inc | 7.3 | ||
| Facebook Inc | 5.7 | ||
| Restaurant Brands International Inc | 5.6 | ||
| Atlas Holdings Inc | 5.6 | ||
| Westinghouse Air Brake Technologies Corp | 5.4 | ||
| Novartis AG | 5.3 | ||
| Applovin Corp | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 656 | 156.2 |
| (b) Individuals (high net worth individuals) | 88 | 205.8 |
| (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 | 33.8 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 11 | 212.4 |
| (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 | 3 | 3.5 |
| (n) Other | 3 | 0.2 |
| Total | 1,277 | 611.9 |
| By Discretionary | ||
| Discretionary | 1,200 | 358.3 |
| Non-Discretionary | 77 | 253.6 |
| Total | 1,277 | 611.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 611.9 | |
| Total | 1,277 | 611.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001659978] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 772 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Wealth Watch Advisors Inc
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Highmark Wealth Management LLC
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Steffes Financial Ltd
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KS | 611.5 M |
|
Arbor Trust Wealth Advisors LLC
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|
MI | 611.4 M |
|
Peregrine Asset Advisers Inc
✚
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OR | 611.0 M |
|
Vista Investment Partners LLC
✚
|
OK | 610.6 M |