Top financial advisors in Ny, NY
We’ve curated a list of the best financial advisors in Ny, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$187,340,000
Number of advisors
10 advisors
| $187,340,000 | 10 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ny, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ny. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Quantech Solution Partners North America Inc.
Quantech Solution Partners North America Inc. is an alternative asset management firm specializing in advising institutional investors through quantitative investment strategies and swaps using equity derivatives instruments. Established in June 2021, the firm is headquartered in New York City and is a wholly owned subsidiary of QSP Holdings Sarl, a Luxembourg-based holding company. The firm's investment process combines quantitative analysis, research, and alternative data insights with a discretionary qualitative overlay. QSP offers asset management services and client-specific strategies tailored to individual investment objectives. The firm's strategies include "Beta," "Carry," and "Hedging" strategies to manage liquidity, diversification, and risk while seeking returns. QSP's regulatory assets under management were USD $296,065,000 as of December 31, 2024, managed on a discretionary basis. The firm charges annualized fees of 1.50% of assets under management, billed monthly. QSP is a fiduciary and maintains policies to ensure fair treatment of clients. Clients must enter into a written advisory agreement before engaging QSP's services. The firm does not offer services to individuals or retail clients, focusing on sophisticated institutional clients. QSP does not engage in principal trades or effect agency cross transactions for clients. Clients have the option to grant investment discretion to QSP or opt for non-discretionary services. QSP does not vote client proxies or provide advice on corporate actions. The firm has not been involved in any bankruptcy proceedings and has no financial commitments impairing its ability to meet client obligations. For more information, clients can contact QSP directly.
$187,340,000 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Swaps
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ny, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ny. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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