|
⚲
|
| Quest Partners LLC
✚
|
|
|---|---|
| CRD # | 285141 |
| SEC # | 801-108500 |
| CIK # | |
| AUM | $1.9 BB (2023-03-16) |
| Employees | 34 (50% Investors, 0% Brokers) |
| Phone | 212-838-7222 |
| Address | 126 East 56th Street, New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Alphaquest Original Institutional Fund Ltd | 2016-09-30 | 179.8 | |
| HF | Alphaquest Original Master Ltd | 2016-09-30 | 1,918.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 1,918.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 1,918.5 |
| By Discretionary | ||
| Discretionary | 3 | 1,918.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 1,918.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,918.5 | |
| United States Persons | 0.0 | |
| Total | 3 | 1,918.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Chickasaw Capital Management LLC
✚
|
TN | 2.0 |
|
Osborne Partners Capital Management LLC
✚
|
CA | 2.0 |
|
The Portfolio Strategy Group LLC
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|
NY | 2.0 |
|
Litman Gregory Wealth Management LLC
✚
|
CA | 2.0 |
|
Seizert Capital Partners LLC
✚
|
MI | 2.0 |
|
Alpha Cubed Investments LLC
✚
|
CA | 2.0 |
|
Harvest Volatility Management LLC
✚
|
CT | 1.9 |
|
Kabouter Management LLC
✚
|
IL | 1.9 |
|
Advanced Portfolio Management LLC
✚
|
NY | 1.9 |
|
Cambria Investment Management LP
✚
|
CA | 1.9 |