Quadram Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$849,965
Clients
9
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
9
LowAverage account size
$94,441
About
Quadram Capital LLC provides portfolio management, advisory consultation, and retirement plan advisory services to individuals, high net worth clients, pension and profit‑sharing plans, charitable organizations, and other business entities. The firm offers both fee‑based passive portfolio strategies and an active trading program, and it also provides stand‑alone consultative work and participant education for retirement plans.
Quadram Capital employs fundamental and technical analysis to construct portfolios and tailors recommendations to each client’s objectives, time horizon, and risk tolerance. Portfolios are managed on a discretionary basis with routine monitoring (annual reviews for individual portfolios and at least quarterly reviews for retirement plans), and the active trading program uses short‑term trading techniques and hedging when appropriate.
What distinguishes Quadram Capital from many peers is the explicit use of borrowing (margin) and derivatives within separately managed account strategies—implemented via leverage, nontraditional and leveraged ETFs, options writing, short sales, and ETNs—and its provision of ERISA fiduciary retirement plan advisory and pension consulting services. The firm manages roughly $850,000 in discretionary assets and emphasizes these more advanced trading tools for sophisticated clients alongside traditional asset allocation services.
Client services
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $1,000,000: 2.0% $1,000,001 - $2,000,000: 1.5% $2,000,001+: 1.0%
$250 per hour for advisory consultation services; up to $450 per hour for retirement plan advisory consultation
Minimum fee: $75 minimum monthly fee for Fee-based Portfolio Management Services; $275 minimum monthly fee for Active Trading Program
Main office location
Quadram Capital LLC
Jersey City NJ, United States
Number of offices
2
Most active in
Quadram Capital LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · New Jersey
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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