SourcingSourcing

FUSION QUANT TECHNOLOGIES LLC

C38
CRD 337431·SEC 801-133874·MIAMI, FL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FUSION QUANT TECHNOLOGIES LLC
CRD
337431
SEC file #
801-133874
EIN
—
DBA names
Fusion Quant Technologies

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Investment Companies1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
07/22/2025
ADV-W filed at
—
Website
moneyskool.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
POUNCIL, DION, JEREL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
POUNCIL, DION, JEREL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MONEYSKOOL.COM
Rdap Domain Creation Date
2018-10-10T18:34:36Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
NameCheap, Inc.

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 (14)

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
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-10T18:34:36Z
Rdap Domain Last Changed
2025-12-08T13:51:39Z
Rdap Nameservers
Art.ns.cloudflare.comTess.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6371570
Trust Company Affiliate
No

People (1)

1
POUNCIL, DION, JEREL
Direct Owner · 87.5%
6371570