The QUADRANT PARTNERS is a privately held investment adviser that advises $5.4Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. QUADRANT 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 169.24% over the last 5-years.
The Group has been registered with the SEC for 18.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 255 EAST FIFTH ST. SUITE 3000, CINCINNATI, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 26 employees comprised of 20 investment and 6 non-investment staff. The total number of Employees increased by 36.84% over the last 5-years.
Their $5.4Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $4.16Bn or 76.98% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.19Bn or 22.05% of Total Assets.
The Group's top investment strategies include Traditional LBO and Real Estate, representing 91.07% and 8.93% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 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.
QUADRANT PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.