Multi-Family OfficeRIA · CRD 322068SEC-Registered

Updated:

Prime Quadrant

Prime Quadrant was founded in 1998 by Ian Rosmarin. Rosmarin built the platform from his prior family enterprise into an advisory firm serving...

Prime Quadrant logo

Prime Quadrant

Prime Quadrant was founded in 1998 by Ian Rosmarin. Rosmarin built the platform from his prior family enterprise into an advisory firm serving ultra-high-net-worth clients. The firm allocates across private equity, real estate, hedge funds, private credit, and digital assets. It executes through direct co-investments, SPVs, and fund-of-funds structures. Confirmed co-investors include Dalfen Industrial and Starwood Capital Group on logistics portfolios in Dallas, Atlanta, Nashville, and Austin. Additional positions involve 8090 Industries in Armada. Geographic coverage centers on North America and Europe. Prime Quadrant employs an internal team led by Mo Lidsky, who oversaw the 2025 management buyback of the prior 35 percent stake held by Focus Financial Partners. The firm maintains the Prime Quadrant Foundation for philanthropic activities and holds memberships in CAASA and AIMA. No additional offices are disclosed. The firm operates with a hybrid model that combines multi-family advisory mandates and proprietary co-investment vehicles. This structure allows continued participation in industrial real estate and technology deals alongside external partners after the 2025 ownership change.

General information

Firm type

Multi Family Office

Year founded

1998

Location

Region

North America

Country

Canada

City

Toronto

Corporate office

Toronto, Canada

Principals

Mo Lidsky

CEO and Partner

Ian Rosmarin

Founder and Chairman Emeritus

Sector focus

FinTechMedia & EntertainmentSupply Chain & Logistics

Frequently asked questions

Who runs investment decisions at Prime Quadrant?

Mo Lidsky serves as CEO and Partner and leads day-to-day management. Ian Rosmarin remains Founder and Chairman Emeritus.

How does Prime Quadrant source proprietary deal flow?

The firm uses direct relationships with co-investors including Dalfen Industrial and Starwood Capital Group. It also participates in club-style opportunities through industry associations such as CAASA.

Is Prime Quadrant structured as a single family office or does it operate more like a venture firm?

Prime Quadrant functions as a multi-family office. It offers advisory services to more than 100 families while maintaining its own direct investment platform.

Does Prime Quadrant participate in fund commitments or only direct deals?

The firm uses both approaches. It commits to funds and executes direct co-investments and SPVs in real estate and technology.

Where does the underlying wealth come from?

The platform originated from founder Ian Rosmarin's serial entrepreneurship before expanding to serve external ultra-high-net-worth families.

How is Prime Quadrant related to Focus Financial Partners?

Focus Financial Partners held a 35 percent minority stake from 2018 until the management buyback completed in 2025.

Does Prime Quadrant maintain philanthropic structures, and how are they separated?

The firm operates the Prime Quadrant Foundation as a distinct philanthropic vehicle.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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