Barry Steinman is a registered investment advisor at Ooda Quantum Capital, LLC, based in Delray Beach, FL, with 2 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
OODA Quantum Capital charges performance-based fees for its discretionary portfolio management services, up to a maximum of 30% of net profits. These fees are calculated monthly and are payable in arrears, subject to a high-water mark ensuring previous losses are fully recovered before any new performance fee is charged.
Location
Delray Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Ooda Quantum Capital, LLC
Previous Registrations
Hollister Associates, LLCBroker
Ronin Capital, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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