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Quartz Partners Investment Management
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Quartz Partners Investment Management Share
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Overview Share
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Troy, New York
$52.8 million AUM
1 office

Quartz Partners Investment Management is based in Troy, New York and has $52.8 million in assets under management.

Location
17 1st Street
Suite 206
Troy, NY 12180
$52.8 million
AUM
3
Employees
AUM Share
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$52,750,608
Assets under management
483 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 452 $48,846,917 93% $108,068
Pension and profit sharing plans 3 $3,903,691 7% $1,301,230
Employees Share
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3
Employees
2
Investment analysts
67% of total employees
AUM per employee Share
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$52,750,608
Assets under management
$17,583,536
AUM per employee
$26,375,304
AUM per investment analyst
About Share
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Compensation

Quartz Partners Investment Management makes money through the following ways:

  • Percentage of AUM
Services offered

Quartz Partners Investment Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 174,327
SEC number 801-80822
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date May 01, 2020

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