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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$50.1MItem 5.F on the latest filing (2016-03-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$50.1M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

3

Advisory employees

3

Accounts

2

Private funds

1Schedule D 7.B(1)

Private fund GAV

$30.8Mgross asset value as reported per fund; never fund size

Custody, client assets

$30.8M

SEC number

801-72655

CRD

145942

Filings on the tape

13

First filed

Nov 18, 2011

Latest filed

Mar 22, 2016

Organised

Limited Partnership, Delaware

• Occurred

  Dec 2, 2013
  Succession filed (Item 4)

  Quantsoft Advisers Lp reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8d5ac0d4-e57d-b3ce-c6bf-fd9178e7ab9b

First observed

Nov 18, 2011

Last observed

Mar 22, 2016 127 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.