The QUOTIENT WEALTH PARTNERS is a privately held investment adviser that advises $4.61Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. QUOTIENT WEALTH PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 47.97% over the last 2-years.
The Group has been registered with the SEC for 2.94 years and is comprised of 2 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 5430 LBJ FREEWAY SUITE 1150, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 64 employees comprised of 33 investment and 31 non-investment staff. The total number of Employees increased by 64.1% over the last 2-years.
Their $4.61Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $3.87Bn or 83.89% of Total Assets and Individuals own $741.73mn or 16.08% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing nan% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
QUOTIENT WEALTH PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.