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Quantitative Financial Strategies Inc (Greenwich)


Quantitative Financial Strategies Inc is a large advisory firm based in Greenwich. It manages $651.7 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Quantitative Financial Strategies provides portfolio management for businesses and institutional clients and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quantitative Financial Strategies: assets under management

The assets under management (AUM) of Quantitative Financial Strategies Inc is $651.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1042% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $651.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $325.85 million each.
Quantitative Financial Strategies has custody of $651.7 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Careers at Quantitative Financial Strategies Inc

Sanford Grossman has been acting as President since 1 Sep 1993. Robert Shustak joined the executive team most recently as the President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Sanford Grossman Director 1 Sep 1993 75% - 100% 2060970
Robert Shustak Exec. vice president 1 Oct 1999 Other 4339263
Yasho Lahiri Secretary 1 Sep 2001 Other 4516986
Joseph J. Daly Assistant treasurer 1 Oct 2001 Other 4374708
Bruce Ivan Wilson Exec. vice president/treasurer 1 Mar 2002 Other 4141169
Stephen Paul Enquist Assistant treasurer 1 Nov 2002 Other 2441799
Bruce Ivan Wilson President/treasurer 1 Feb 2004 Other 4141169
Bruce Ivan Wilson Secretary & chief compliance officer 1 Aug 2005 Other 4141169
David Lewis Zimmerman General counsel, secretary and chief compliance officer 1 Mar 2006 Other 4863919
Stephen Paul Enquist Treasurer and chief financial officer 1 Oct 2006 Other 2441799
Sanford Grossman President 1 Oct 2006 75% - 100% 2060970
Robert Shustak President 1 Mar 2008 Other 4339263

Based in Greenwich

The principal office where Quantitative Financial Strategies Inc performs its advisory services is located at 10 Glenville Street, Greenwich, CT 06831, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-983-5600 or by fax 203-532-8250. The normal business hours are 8:30am to 5:30pm on Monday - Friday.


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