DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 315603
NY, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Julien Jay Arthur Borel | n/a | NY, NY | 4 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Borel, Julien, Jay Arthur | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2023 | Oct 25, 2023 | Mar 29, 2024 |
| CETEAD HOLDINGS S.A.R.L. | Shareholder | C | yes | 03/2022 | Mar 31, 2022 | Mar 29, 2024 |
| QSP HOLDINGS S.A.R.L. | Shareholder | E | yes | 03/2022 | Mar 31, 2022 | Mar 29, 2024 |
| SLN HOLDING S.A.R.L. | Shareholder | D | yes | 03/2022 | Mar 31, 2022 | Mar 29, 2024 |
| Souli, Hichem | President | Na | yes | 06/2021 | Aug 10, 2021 | Mar 29, 2024 |
| Souli, Hichem | Shareholder | E | yes | 03/2022 | Aug 10, 2021 | Mar 29, 2024 |
| van der Haert, Cedric | Shareholder | E | yes | 03/2022 | Mar 31, 2022 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| QSP HOLDINGS S.A.R.L | n/a | n/a | n/a | Y | no | n/a |
| QUANTECH SOLUTION PARTNERS SAS | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $518M | $518M | 2 | 2 | 0 | n/a | n/a |
| 2024 | Mar 31, 2025 | $296M | $296M | 2 | 2 | 0 | n/a | n/a |
| 2023 | Mar 29, 2024 | $197M | $197M | 10 | 9 | 0 | n/a | n/a |
| 2022 | Feb 15, 2023 | $429M | $0 | 9 | 3 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $467M | $0 | 5 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $518M | $296M | 74.9% | $429M | 6.4% | 2 | 2 | 0 | 0 |