Quartz Partners Investment Management
Quartz Partners Investment Management is an SEC-registered mass-market adviser in Saratoga Springs, NY with $611.9M assets under management (AUM, regulatory AUM), +118% over one year. See who owns Quartz Partners Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174327, SEC 801-80822, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $611.9M (2026-06-08)
- Firm type
- Mass-Market Adviser
- Location
- Saratoga Springs, NY
- Employees
- 26
- Clients
- 761
- CRD
- 174327
- Ownership
- WEBBER, KYLE, PATRICK; ETICO FINANCIAL, LLC; LEO, JOSEPH, ALBERT; ARENA, JOSEPH, WILLIAM; QUAESTUS HOLDINGS, LLC
How much AUM does Quartz Partners Investment Management have?
Quartz Partners Investment Management reported $611.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Quartz Partners Investment Management?
Disclosed owners and executives of Quartz Partners Investment Management include WEBBER, KYLE, PATRICK, ETICO FINANCIAL, LLC, LEO, JOSEPH, ALBERT, ARENA, JOSEPH, WILLIAM, QUAESTUS HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.