Quantel Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,674,905
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
132
36% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
132
Very HighAverage account size
$452,083
About
Quantel Asset Management serves mass-affluent, high net-worth, ultra-high-net-worth individuals, small businesses and corporations through a digital-only platform and mobile app, offering three primary services: Investment Outlook/Research, Non‑Discretionary Investment Advice, and Discretionary Investment Management. Services include tailored portfolio management delivered via separately managed accounts, non‑discretionary recommendations linked by API, and publication of market periodicals and reports.
The firm uses a systematic, algorithm-driven investment process that combines fundamental, technical and sentiment analysis to score and select securities and construct portfolios aligned with clients’ stated objectives and risk tolerances. Strategies available on the platform span growth, value, momentum and thematic allocations and can include options and other instruments, with ongoing monitoring and algorithmic trade execution for managed accounts.
Compared with many peers, Quantel integrates several uncommon elements: it offers subscription-based research and advisory tiers and publishes security ratings and pricing data as part of its Investment Outlook product, and it may charge performance‑based incentive allocations for qualified clients. Its business model is also notable for delivering services exclusively through an internet platform, using API connectivity to client accounts and custodians, and engaging third‑party affiliates and influencers as part of its client referral and marketing programs.
Client services
Portfolio management
Newsletters or periodicals
Market timing
Security ratings or pricing
Expertise
Active portfolio management
Options & derivatives strategies
ESG / Sustainable investing
Fee options
Fixed fees for Investment Advisory and Investment Outlook Services as noted above
$0+: 0.5% to 2.0% annually (management fee varies by client factors) unspecified higher minimum+: 10% to 20% performance-based fee for qualified clients (subject to high watermark) unspecified+: 0.15% to 0.30% of assets under non-discretionary advisory (tiered variable fee)
10% to 20% of realized and unrealized gains for qualified clients with higher tier accounts
Monthly subscription fees ranging from $9.99 to $499 depending on service tier and features; discounts for annual subscriptions
Fee-only: Fixed fees for Investment Advisory Services: $29.99 to $499 per month; Investment Outlook Services: $9.99 to $39.99 per month
Main office location
Quantel Asset Management LLC
1177 Avenue Of The Americas, Suite 5008
New York NY 10036, United States
Number of offices
1
Most active in
Quantel Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Georgia · New Jersey · New York · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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