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Quadrant Private Wealth Management
Quadrant Private Wealth Management is registered as an RIA with the SEC and provides a range of services including investment management, financial...
Quadrant Private Wealth Management
Quadrant Private Wealth Management is registered as an RIA with the SEC and provides a range of services including investment management, financial planning, trust and estate planning, tax planning and preparation, and family office services. The firm operates from an office in Westport, Connecticut, and its client base consists primarily of individuals and families with significant wealth. The firm's investment approach focuses on strategic asset allocation, manager due diligence, and portfolio construction across traditional and alternative asset classes. It does not appear to emphasize direct investing or venture capital but rather outsourced CIO functions for multi-generational wealth management. Quadrant may allocate client capital to independent investment advisors and managers. The firm filed its Form ADV with the SEC in 2021, indicating at least some regulatory compliance history, but specific details on AUM, number of clients, and principal names are not publicly available in the scraped data. Quadrant's structural differentiator is its positioning as a multi-family office rather than a single-family office, serving multiple families through a shared infrastructure. This allows clients to access institutional-level investment management and planning without the overhead of establishing their own family office.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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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