QUARTZ PARTNERS, LLC
Legal name: QUARTZ PARTNERS INVESTMENT MANAGEMENT
CRD #174327 SEC #801-80822 SARATOGA SPRINGS, NY 800-433-0422
SEC Registered
Total AUM
$397.8M
Discretionary
$349.4M
Employees
26
Clients
0
Accounts
1,277
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $397.8M | $349.4M | $48.4M | 26 | 704 |
| Oct 2025 | $281M | $230.2M | $50.9M | 17 | 706 |
| May 2025 | $281M | $230.2M | $50.9M | 17 | 706 |
| May 2025 | $281M | $230.2M | $50.9M | 17 | 706 |
| Mar 2025 | $281M | $230.2M | $50.9M | 17 | 706 |
| Mar 2025 | $251.4M | $208M | $43.4M | 18 | 738 |
| Mar 2024 | $251.4M | $208M | $43.4M | 18 | 738 |
| Dec 2023 | $239.1M | $200M | $39.1M | 22 | 922 |
| Oct 2023 | $239.1M | $200M | $39.1M | 22 | 922 |
| Aug 2023 | $142.4M | $112.2M | $30.2M | 18 | 347 |
| May 2023 | $142.4M | $112.2M | $30.2M | 18 | 347 |
| May 2023 | $142.4M | $112.2M | $30.2M | 18 | 347 |
| May 2023 | $50.2M | $43.7M | $6.4M | 37 | 0 |
| Mar 2023 | $50.2M | $43.7M | $6.4M | 37 | 0 |
| Feb 2023 | $50.9M | $43.2M | $7.7M | 3 | 0 |
| Mar 2022 | $50.9M | $43.2M | $7.7M | 3 | 0 |
| Mar 2022 | $50.9M | $43.2M | $7.7M | 3 | 0 |
| Feb 2022 | $50.9M | $43.2M | $7.7M | 3 | 0 |
| Aug 2021 | $55M | $48.7M | $6.3M | 3 | 0 |
| Aug 2021 | $55M | $48.7M | $6.3M | 3 | 0 |
| Mar 2021 | $55M | $48.7M | $6.3M | 3 | 0 |
| Jun 2020 | $52.8M | $45.2M | $7.6M | 3 | 0 |
| May 2020 | $52.8M | $45.2M | $7.6M | 3 | 0 |
| Apr 2020 | $52.8M | $45.2M | $7.6M | 3 | 0 |
| Mar 2020 | $52.8M | $45.2M | $7.6M | 3 | 0 |
| Feb 2019 | $54.7M | $45.2M | $9.5M | 3 | 0 |
| Apr 2018 | $58.2M | $49.7M | $8.5M | 3 | 0 |
| Mar 2018 | $58.2M | $49.7M | $8.5M | 3 | 0 |
| Mar 2017 | $57.7M | $51M | $6.7M | 4 | 400 |
| Oct 2016 | $57.9M | $56.9M | $996.1K | 4 | 400 |
| Aug 2016 | $57.9M | $56.9M | $996.1K | 4 | 400 |
| Aug 2016 | $57.9M | $56.9M | $996.1K | 4 | 400 |
| Mar 2016 | $55.2M | $55.2M | $0 | 4 | 400 |
| Mar 2016 | $55.2M | $55.2M | $0 | 4 | 400 |
| Nov 2015 | $47.7M | $47.7M | $0 | 4 | 0 |
| Jun 2015 | $25.6M | $25.6M | $0 | 4 | 0 |
| May 2015 | $25.6M | $25.6M | $0 | 4 | 0 |
| May 2015 | $25.6M | $25.6M | $0 | 4 | 0 |
| Mar 2015 | $0 | $0 | $0 | 4 | 0 |
| Jan 2015 | $0 | $0 | $0 | 2 | 0 |
| Jan 2015 | $0 | $0 | $0 | 2 | 0 |
| Dec 2014 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$397.8M
Discretionary$349.4M
Non-Disc.$48.4M
Employees26
Clients704
DateOct 2025
Total AUM$281M
Discretionary$230.2M
Non-Disc.$50.9M
Employees17
Clients706
DateMay 2025
Total AUM$281M
Discretionary$230.2M
Non-Disc.$50.9M
Employees17
Clients706
DateMay 2025
Total AUM$281M
Discretionary$230.2M
Non-Disc.$50.9M
Employees17
Clients706
DateMar 2025
Total AUM$281M
Discretionary$230.2M
Non-Disc.$50.9M
Employees17
Clients706
DateMar 2025
Total AUM$251.4M
Discretionary$208M
Non-Disc.$43.4M
Employees18
Clients738
DateMar 2024
Total AUM$251.4M
Discretionary$208M
Non-Disc.$43.4M
Employees18
Clients738
DateDec 2023
Total AUM$239.1M
Discretionary$200M
Non-Disc.$39.1M
Employees22
Clients922
DateOct 2023
Total AUM$239.1M
Discretionary$200M
Non-Disc.$39.1M
Employees22
Clients922
DateAug 2023
Total AUM$142.4M
Discretionary$112.2M
Non-Disc.$30.2M
Employees18
Clients347
DateMay 2023
Total AUM$142.4M
Discretionary$112.2M
Non-Disc.$30.2M
Employees18
Clients347
DateMay 2023
Total AUM$142.4M
Discretionary$112.2M
Non-Disc.$30.2M
Employees18
Clients347
DateMay 2023
Total AUM$50.2M
Discretionary$43.7M
Non-Disc.$6.4M
Employees37
Clients0
DateMar 2023
Total AUM$50.2M
Discretionary$43.7M
Non-Disc.$6.4M
Employees37
Clients0
DateFeb 2023
Total AUM$50.9M
Discretionary$43.2M
Non-Disc.$7.7M
Employees3
Clients0
DateMar 2022
Total AUM$50.9M
Discretionary$43.2M
Non-Disc.$7.7M
Employees3
Clients0
DateMar 2022
Total AUM$50.9M
Discretionary$43.2M
Non-Disc.$7.7M
Employees3
Clients0
DateFeb 2022
Total AUM$50.9M
Discretionary$43.2M
Non-Disc.$7.7M
Employees3
Clients0
DateAug 2021
Total AUM$55M
Discretionary$48.7M
Non-Disc.$6.3M
Employees3
Clients0
DateAug 2021
Total AUM$55M
Discretionary$48.7M
Non-Disc.$6.3M
Employees3
Clients0
DateMar 2021
Total AUM$55M
Discretionary$48.7M
Non-Disc.$6.3M
Employees3
Clients0
DateJun 2020
Total AUM$52.8M
Discretionary$45.2M
Non-Disc.$7.6M
Employees3
Clients0
DateMay 2020
Total AUM$52.8M
Discretionary$45.2M
Non-Disc.$7.6M
Employees3
Clients0
DateApr 2020
Total AUM$52.8M
Discretionary$45.2M
Non-Disc.$7.6M
Employees3
Clients0
DateMar 2020
Total AUM$52.8M
Discretionary$45.2M
Non-Disc.$7.6M
Employees3
Clients0
DateFeb 2019
Total AUM$54.7M
Discretionary$45.2M
Non-Disc.$9.5M
Employees3
Clients0
DateApr 2018
Total AUM$58.2M
Discretionary$49.7M
Non-Disc.$8.5M
Employees3
Clients0
DateMar 2018
Total AUM$58.2M
Discretionary$49.7M
Non-Disc.$8.5M
Employees3
Clients0
DateMar 2017
Total AUM$57.7M
Discretionary$51M
Non-Disc.$6.7M
Employees4
Clients400
DateOct 2016
Total AUM$57.9M
Discretionary$56.9M
Non-Disc.$996.1K
Employees4
Clients400
DateAug 2016
Total AUM$57.9M
Discretionary$56.9M
Non-Disc.$996.1K
Employees4
Clients400
DateAug 2016
Total AUM$57.9M
Discretionary$56.9M
Non-Disc.$996.1K
Employees4
Clients400
DateMar 2016
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees4
Clients400
DateMar 2016
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees4
Clients400
DateNov 2015
Total AUM$47.7M
Discretionary$47.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2015
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2015
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2015
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0