Quantessence Capital

Fee-Only (% of Portfolio)

Quantessence Capital offers investment management services to its clients, primarily institutional investors. The firm uses systematic equity event strategies, investing in stocks, ETFs, and equity index futures across developed and emerging markets. Quantessence manages assets on a discretionary basis, tailoring services to client objectives but generally not allowing restrictions on specific financial instruments. The firm's strategies are mostly systematic but not strictly automated.

Assets Under Management$580M
Clients2
AdvisorsN/A
Avg. per Client$290M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Quantessence Capital charges both asset-based management fees and performance-based fees. The management fee ranges from 0% to 0.20% annually, depending on factors like the size and complexity of the account and the client relationship. The performance-based fee typically ranges from 0% to 35% of the net increase in the account's value, after recovering prior losses. The specific fee structure is negotiated with each client.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Quantessence Capital | TrueAdvisor