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SEC-registered adviser

Q••••••••• C••••••

Independent wealth managerCRD 316095SEC 801-135440websiteIAPD
Legal name E•• C•••••• M••••••••• L••
Latest filing Mar 6, 2026
First filing on the tape Feb 2, 2026 · 2 filings
SEC status approved since Feb 27, 2026
RAUM
$193M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$193M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$96.3M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$193M as of Mar 6, 2026
Feb 2, 2026$193M then
HNW client RAUM$191M as of Mar 6, 2026
Feb 2, 2026$191M then
State-registered IARs (5.B.3)2 as of Mar 6, 2026
Feb 2, 20262 then
Employees (5.A)2 as of Mar 6, 2026
Feb 2, 20262 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 6, 2026; every figure names its basis
Archetypes, each a printed rule
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
RAUM per advisor
$96.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
13derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$10.1MderivedHNW RAUM over HNW clients
Average account
$2.6MderivedRAUM 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
1.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, publications, educational seminars, otherreportedItem 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
  • buys or sells securities as principal to or from clients (8.A.2)
  • 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$191M99%
  • Individuals$1.2M0.6%
Individual clients
7reported
HNW clients
19reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
74reported
Financial planning clients
11-25reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
H•••• M•••••••Rye, NySep 13, 202123 y0
I•••• M•••••••Rye, NyMar 4, 202213 y0
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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • M•••••••• H•••• · Managing Member & Ciocontrol
        since 07/2021 · owns 50% to 75%
      • M•••••••• I•••• · Managing Member & Coo/Ccocontrol
        since 03/2022 · owns 50% to 75%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Rye, Ny200
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      No event on the tape.
      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
      Business email
      hello@quantstreetcapital.comreportedpublished by the firm, firm site, Sep 16, 2026
      Business phone
      212-537-3877reportedpublished by the firm, firm site, Sep 16, 2026
      Website
      quantstreetcapital.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      212-537-3877reportedpublic record, Form ADV, Mar 6, 2026
      Contact form
      quantstreetcapital.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
      Team page
      quantstreetcapital.com/leadershipreportedpublished by the firm, firm site, Sep 16, 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
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $96.3Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026