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| Happy Holidays!! thanks for using AUM13F!! |
| Quartz Partners LLC
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| CRD # | 174327 |
| SEC # | 801-80822 |
| CIK # | 0001659978 |
| AUM | $281.0 M (2025-05-28) |
| Employees | 17 (76% Investors, 47% Brokers) |
| Phone | 800-433-0422 |
| Address | 19 Railroad Place Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001659978 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.2 | ||
| Broadcom Inc | 8.6 | ||
| Facebook Inc | 6.5 | ||
| Apple Inc | 6.2 | ||
| Interdigital Inc | 3.7 | ||
| Symantec Corp | 3.7 | ||
| Alphabet Inc | 3.6 | ||
| Heritage Insurance Holdings Inc | 3.6 | ||
| SAIC Inc | 3.5 | ||
| Microsoft Corp | 3.3 | ||
| Amerisourcebergen Corp | 3.3 | ||
| Novartis AG | 3.0 | ||
| Northeast Community Bancorp Inc/Md/ | 3.0 | ||
| Restaurant Brands International Inc | 2.8 | ||
| Bellring Brands Inc | 2.8 | ||
| Westinghouse Air Brake Technologies Corp | 2.8 | ||
| Adobe Systems Inc | 2.6 | ||
| Enova International Inc | 2.6 | ||
| Hilton Worldwide Holdings Inc | 2.5 | ||
| Applied Materials Inc /DE | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 646 | 132.1 |
| (b) Individuals (high net worth individuals) | 46 | 105.7 |
| (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 | 8 | 29.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 13.4 |
| (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 | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,124 | 281.0 |
| By Discretionary | ||
| Discretionary | 1,031 | 230.2 |
| Non-Discretionary | 93 | 50.9 |
| Total | 1,124 | 281.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.0 | |
| Total | 1,124 | 281.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001659978] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RMW Advisors LLC
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TX | 0.3 |
|
Slayton Lewis Inc
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UT | 0.3 |
|
Switchpoint Financial Planning LLC
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UT | 0.3 |
|
Paul J Glashofer Enterprises Inc
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0.3 | |
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Martha's Vineyard Investment Advisors LLC
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MA | 0.3 |
|
Stableford Capital LLC
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AZ | 0.3 |
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Gutierrez Wealth Advisory LLC
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AR | 0.3 |
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Synergy Financial Partners LLC
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CO | 0.3 |
|
Vaughan and Company Securities Inc
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|
NJ | 0.3 |
|
Promontory Financial Planning LLC
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0.3 |