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

$173MItem 5.F on the latest filing (2024-03-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$102M

Private client RAUM

$112MderivedItem 5.D individuals plus high net worth individuals

Private client share

65%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

13

High net worth clients

3

Private funds

1Schedule D 7.B(1)

Private fund GAV

$5.9Mgross asset value as reported per fund; never fund size

Custody, client assets

$5.9M

SEC number

801-118165

CRD

307451

Filings on the tape

9

First filed

Feb 3, 2020

Latest filed

Mar 21, 2024

Organised

Limited Liability Company, Kansas

• Occurred

  Feb 3, 2020
  First Form ADV filing

  Quantitative Value Technologies filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ce10027f-7576-66a2-7932-2aeda2e6e5e0

First observed

Feb 3, 2020

Last observed

Mar 21, 2024 30 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.