DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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Former SEC-registered adviser
Q••••• C••••••
Legal name R••••••••• I•••
Latest filing Dec 2, 2024
First filing on the tape Apr 2, 2021 · 7 filings
RAUM
$2.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
35%
$715,581 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$2.0M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$1.8M as of Mar 26, 2024
Mar 28, 2022$0 then
HNW client RAUM$0 as of Mar 26, 2024
Mar 28, 2022$0 then
State-registered IARs (5.B.3)1 as of Mar 26, 2024
Mar 28, 20221 then
Employees (5.A)1 as of Mar 26, 2024
Mar 28, 20221 then
Private funds: no history
RAUM +708% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Dec 2, 2024; every figure names its basis
- RAUM per advisor
- $2.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 10derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $183,603derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +600%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$1.3M65%
- Individuals$715,58135%
- Individual clients
- 10reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 11reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••• P••••• J•••• | Brentwood, Tn | Jan 1, 2026 | 13 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J••••• M••••••• P••••• · Ceo And Ccocontrolsince 04/2020 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 13 to 11Mar 26, 2024 to Dec 2, 2024
- Corporate clients · 0 to 1Mar 26, 2024 to Dec 2, 2024
- Individual clients · 11 to 10Mar 26, 2024 to Dec 2, 2024
- Discretionary RAUM · $1.8M to $2.0MMar 26, 2024 to Dec 2, 2024
- Individual RAUM · $1.8M to $715,581Mar 26, 2024 to Dec 2, 2024
- RAUM · $1.8M to $2.0MMar 26, 2024 to Dec 2, 2024
- Accounts · 11 to 13Mar 27, 2023 to Mar 26, 2024
- Discretionary RAUM · $250,000 to $1.8MMar 27, 2023 to Mar 26, 2024
- Individual RAUM · $250,000 to $1.8MMar 27, 2023 to Mar 26, 2024
- RAUM · $250,000 to $1.8MMar 27, 2023 to Mar 26, 2024
- Accounts · 0 to 11Mar 28, 2022 to Mar 27, 2023
- Individual clients · 0 to 11Mar 28, 2022 to Mar 27, 2023
- Discretionary RAUM · $0 to $250,000Mar 28, 2022 to Mar 27, 2023
- Individual RAUM · $0 to $250,000Mar 28, 2022 to Mar 27, 2023
- RAUM · $0 to $250,000Mar 28, 2022 to Mar 27, 2023
- Business name · Q••••• C•••••• I••• to Q••••• C••••••Jun 25, 2021 to Mar 28, 2022
- HQ city · ROCKLIN to BRENTWOODJun 25, 2021 to Mar 28, 2022
- HQ state · CA to TNJun 25, 2021 to Mar 28, 2022
Signals
1 dated events
- Q••••• C•••••• I••• filed its initial SEC registration (Form ADV)Apr 2, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/quants-competereportedpublic record, Form ADV, Sep 18, 2026
- Website
- quantscompete.comreportedpublic record, Form ADV, Sep 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $2.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026