RIA Intelligence

QUANTUM PORTFOLIO MANAGEMENT, LLC

CRD #326280 SEC #801-127936 NEW YORK, NY 212-466-6760
SEC Registered
Total AUM
$295.1M
Discretionary
$295.1M
Employees
5
Clients
--
Accounts
267

AUM Over Time

DateJun 2025
Total AUM$295.1M
Discretionary$295.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$295.1M
Discretionary$295.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$370.9M
Discretionary$363.1M
Non-Disc.$7.8M
Employees4
Clients0
DateMar 2024
Total AUM$370.9M
Discretionary$363.1M
Non-Disc.$7.8M
Employees4
Clients0
DateJan 2024
Total AUM$61.7M
Discretionary$49.3M
Non-Disc.$12.3M
Employees4
Clients0
DateOct 2023
Total AUM$61.7M
Discretionary$49.3M
Non-Disc.$12.3M
Employees4
Clients0
DateAug 2023
Total AUM$61.7M
Discretionary$49.3M
Non-Disc.$12.3M
Employees4
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0