Advisor at Powder Ridge Capital LP
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Firm
Powder Ridge Capital LP
Location
Sagaponack, NY
Credentials
Series 65
Industry experience
5 years
Stuart Quan is a financial advisor at Powder Ridge Capital LP with five years of industry experience. He holds a Series 65 designation and has worked at Powder Ridge Capital since 2017, following two years at Eden Capital Management LLC. Powder Ridge Capital provides discretionary wealth advisory and investment management services to individuals, high-net-worth clients, family offices, and corporate entities. The firm focuses on U.S. equity investing through actively managed, often concentrated portfolios, utilizing fundamental company analysis and valuation.
Based on Powder Ridge Capital LP
Annual flat fee deducted monthly in arrears; negotiable in select situations.
20% performance fee on profits plus 2.00% management fee; performance fee includes a high-water mark; fees are negotiable in select situations.
Account minimum: $250,000
Sagaponack, NY
New Jersey · New York · Texas
Powder Ridge Capital LP
2017 - Present (9 years)
Eden Capital Management LLC
2015 - 2017 (2 years)
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