Joris Bastien
Advisor at Quantaraxia LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Quantaraxia LLC
Location
Simpsonville, SC
Credentials
Series 63, Series 65
Industry experience
5 years
About
Joris Bastien is a financial advisor at Quantaraxia LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to founding Quantaraxia in 2020, he worked at Graham Capital Management and Capstone Investment Advisors. Bastien also serves on the advisory board of Globcoin, a company focused on stable digital currency solutions linking fiat and cryptocurrencies. Quantaraxia LLC provides discretionary portfolio management and subadvisory services primarily to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm employs a quantitative and systematic investment approach that includes options, margin, and short sales, and offers subscription-based market-timing services and investment commentary.
Expertise
Based on Quantaraxia LLC
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
$10 monthly or $100 annually for weekly newsletter; $20 monthly or $200 annually for monthly newsletter; up to $2,500 monthly for daily subscription market timing service
Up to 2.00% annually
Up to 2.00% of assets under management plus up to 30.00% performance fee on capital appreciation with high water mark
Weekly newsletter: $10/month or $100/year; Monthly newsletter: $20/month or $200/year; Market timing service: up to $2,500/month
Location
Simpsonville, SC
Most active in
Joris B has reported serving >5 clients in these states in the last 12 months.
South Carolina
Work history
Quantaraxia LLC
2020 - Present (6 years)
Unemployed
2019 - 2020 (1 year)
Graham Capital Management
2019 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
Capstone Investment Advisors
2016 - 2018 (2 years)
Unemployed
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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