QUOTIENT WEALTH PARTNERS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 326819). Regulatory assets under management: $4.6B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Timothy Russell Harder | MANAGER; MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | — |
| Jonathan Adam Blumenthal | MANAGER; MANAGING MEMBER; OWNER | — |
| Brandon M Ross | MANAGER; MANAGING MEMBER; OWNER | — |
| Jeffrey E Ramsey | DIRECTOR OF OPERATIONS, CHIEF COMPLIANCE OFFICER | — |
| ROSS DAVID L | MANAGER | — |
| BLUMENTHAL ADAM | MANAGER; MANAGING MEMBER | — |
| Ross Christopher M | MANAGER; MANAGING MEMBER | — |
| GRAFTON JOHN GARRETT | CHIEF COMPLIANCE OFFICER | — |
| HARDER TIMOTHY RUSSELL | MANAGER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |