Se connecter Inscription gratuite

Quantsoft Advisers LP (Pompano Beach)


Quantsoft Advisers LP is a mid-sized advisory firm based in Pompano Beach. It manages $50.1 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Florida.

Logo

Quantsoft Advisers provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quantsoft Advisers: assets under management

The assets under management (AUM) of Quantsoft Advisers LP is $50.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.05 million each.
Quantsoft Advisers has custody of $30.8 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quantsoft Advisers LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Felipe Rene Anziani Managing member 1 Aug 2013 25% - 50% 5233039
Kevin Eric Emery Managing member 1 Aug 2013 25% - 50% 5512926
Ricardo Salvador Lachman Managing member 1 Aug 2013 25% - 50% 5512974
Felipe Rene Anziani Managing member 1 Jun 2014 75% - 100% 5233039
Kevin Eric Emery Managing member 1 Jun 2014 75% - 100% 5512926
Ricardo Salvador Lachman Managing member 1 Jun 2014 75% - 100% 5512974
Aqs Llc Managing member 1 Jun 2014 25% - 50% 47-1434409
Rsl Llc Managing member 1 Jun 2014 25% - 50% 37-1762965
Keetrades Llc Managing member 1 Jun 2014 25% - 50% 47-1435181

Based in Pompano Beach

The principal office where Quantsoft Advisers LP performs its advisory services is located at 4701 N Federal Highway, Pompano Beach, FL 33064, 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 (954) 258-1597. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at quantsoftadvisers.com/oracle/start.aspx.


Registered investment advisers similar to Quantsoft Advisers LP