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Quadrant Private Wealth Management
Quadrant Private Wealth Management, LLC is an SEC-registered investment adviser in Center Valley, PA, registered since 2015. The firm manages $2.1 billion in...
Quadrant Private Wealth Management
Quadrant Private Wealth Management, LLC is an SEC-registered investment adviser in Center Valley, PA, registered since 2015. The firm manages $2.1 billion in regulatory assets under management on a discretionary basis. It has 19 employees and 12 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Quadrant Private Wealth Management offer?
Quadrant provides investment management, financial planning, trust and estate planning, tax planning and preparation, and family office services. These are typical of a multi-family office structure aimed at consolidating wealth management for multiple families.
Is Quadrant a single-family office or multi-family office?
Quadrant appears to operate as a multi-family office, serving multiple high-net-worth families rather than being dedicated to a single family. This allows it to offer institutional-level services across a client base.
Where is Quadrant Private Wealth Management headquartered?
The firm is based in Westport, Connecticut, per its SEC registration. No additional offices have been publicly identified.
Does Quadrant make direct investments or just allocate to managers?
Based on available information, Quadrant focuses on strategic asset allocation and manager due diligence, likely using third-party investment managers for client portfolios. The firm does not appear to engage in direct private equity or venture capital investments.
Who are the principals of Quadrant Private Wealth Management?
No named principals are publicly available from the scraped data or public record. The firm's SEC filing does not disclose key personnel in the accessible data.
Profile maintained by Altss 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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