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Northquant Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,919,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$465,824
About
Northquant Capital Management provides ongoing, discretionary portfolio management to individual and high‑net‑worth clients, documenting each client’s goals, risk tolerance and time horizon in an Investment Policy Statement. The firm reports about $18.8 million in assets under management across 17 client accounts and states it has no account minimum.
Its investment approach combines fundamental, quantitative and technical analysis and is largely equity‑focused, with strategies that may include long‑ and short‑term trading, margin, short sales and various options strategies. Risk tolerances and implementation decisions are documented in each client’s Investment Policy Statement, and the adviser generally manages accounts on a discretionary basis.
Operationally the firm requires clients to use Interactive Brokers as custodian and discloses it may receive research or other services from brokers (soft‑dollar benefits), factors that can affect broker selection. As a single‑advisor practice, the firm does not use third‑party sub‑advisers, does not accept performance‑based fees, and does not take proxy‑voting authority for client securities.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
1.00% annually
Main office location
Northquant Capital Management, LLC
Wellesley MA, United States
Number of offices
1
Most active in
Northquant Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New York
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.
Forms ADV
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