SourcingSourcing

QUARTUS INVESTMENT ADVISORS LLC

C48
CRD 287597·SEC 801-110425·NEW YORK, NY
AUM
$155.1M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$465K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUARTUS INVESTMENT ADVISORS LLC
CRD
287597
SEC file #
801-110425
EIN
—
DBA names
—

Economics

AUM
$155.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$70.3M → $155.1M▲ +121%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QUARTUS CAPITAL PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
QUARTUS CAPITAL PARTNERS, LLC
TARAR, AFZAL, MOHAMMAD
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
TARAR, AFZAL, MOHAMMAD
Direct Owner · 87.5%
6743852