QUANTITATIVE FINANCIAL STRATEGIES LLC

QUANTITATIVE FINANCIAL STRATEGIES LLC is an SEC-registered investment adviser (CRD 331416). Regulatory assets under management: $156.2M.

Registration

• CRD: 331416
• SEC file number: 801-135867
• Type: Registered investment adviser
• Phone: 714-300-5143
• Latest filing: 2026-05-15
• Regulatory AUM: $156.2M
• Discretionary AUM: $90.8M
• Non-discretionary AUM: $65.4M
• Clients: 3
• Accounts: 114

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331416 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search