Overview
Assets Under Management: $193 million
High-Net-Worth Clients: 19
Average Client Assets: $10 million
Frequently Asked Questions
QUANTSTREET CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316095), QUANTSTREET CAPITAL is subject to fiduciary duty under federal law.
QUANTSTREET CAPITAL serves 19 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, QUANTSTREET CAPITAL offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
QUANTSTREET CAPITAL manages $193 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, QUANTSTREET CAPITAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.36
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 74
Discretionary Accounts: 74
Regulatory Filings
CRD Number: 316095
Filing ID: 2048482
Last Filing Date: 2026-02-02 13:20:04