Stuart Quan is a registered investment advisor at Powder Ridge Capital LP, based in Sagaponack, NY, with 5 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 46 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Powder Ridge Capital offers investment management services with fees based on the value of your portfolio. They offer a standard fee of 4.25% of assets managed, calculated on average daily balances and deducted monthly. They also offer a fee structure of 2.00% of assets managed plus 20% of the profits generated, calculated quarterly or annually. Both fee structures are negotiable in certain situations.
Location
Sagaponack, NY
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Powder Ridge Capital LP
State Registrations3 states
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.