Quants Capital Management, INC

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Quants Capital Management, Inc is a registered investment advisor based in El Segundo, California, managing approximately $19.5 million in client assets. Quants Capital Management, Inc specializes in quantitative investment strategies, including smart beta indexing, sector investing, factor-based strategies, and derivative overlays designed to optimize risk-adjusted returns. Quants Capital Management, Inc primarily serves high-net-worth individuals, pooled investment vehicles, endowments, and foundations. The investment approach relies heavily on systematic analysis of market trends, cyclical indicators, and volatility expectations. Clients should note that investment strategies often involve the use of derivatives, short selling, and leverage, which carry higher levels of risk. Furthermore, portfolio adjustments may generate taxable income without necessarily producing cash distributions to cover tax liabilities.

Assets Under Management$20M
Clients38
Advisors2
Avg. per Client$510K
Avg. per Advisor$9.8M

Fee Structure

Investment management only (planning not offered)

Quants Capital Management, Inc does not charge a standard percentage-based fee on the value of your portfolio. Instead, Quants Capital Management, Inc charges a performance-based fee equal to 35% of the net new profits generated in your account.

  • Performance Fee — 35% of net new profits, calculated and charged at the end of each calendar quarter or upon making a withdrawal or distribution.
  • Client Eligibility — Performance-based fees are only charged to accounts of clients who meet specific financial qualifications as defined by state law.
  • Hurdle Rate — There is no fixed minimum required return (hurdle rate), though Quants Capital Management, Inc may waive all or part of the performance fee if annual profits fall below 11%.
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Location

2 Advisors at this firm