SourcingSourcing

QUANT ALPHA DECISIONS LLC

C32
CRD 339893·SEC 801-135231·NAPLES, 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
QUANT ALPHA DECISIONS LLC
CRD
339893
SEC file #
801-135231
EIN
—
DBA names
—

Economics

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

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
NAPLES FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
12/23/2025
ADV-W filed at
—
Website
linkedin.com/company/108907113/admin/dashboard(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QAD HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
QAD HOLDINGS LLC
ABRAHAM, ZEV, WARREN
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

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3881
Soi Zip Pct 200k Plus
0.1948
Soi Zip Returns 200k Plus
2,820
Soi Zip Total AGI
2,842,419
Fdic Zip Total Deposits
38,762,175,000
Fdic Zip Branch Count
448
Fdic Zip Top Banks
Bank of America, National Association
First Florida Integrity Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Mercantile Bank of NaplesNaples, FL
Mercantile Bank of NaplesNaples, FL
Fdic Zip HHI
715.32
Fdic Zip Top Bank Share Pct
20.9
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI37,700
Returns3,060
Stub 2
AGI96,929
Returns2,620
Stub 3
AGI115,476
Returns1,870
Soi Zip Total Business Income
114,638
Soi Zip Total Cap Gains
506,409
Soi Zip Total Dividends
205,453
Soi Zip Total Returns
14,480
Trust Company Affiliate
No

People (1)

1
ABRAHAM, ZEV, WARREN
IAR · Executive Officer · 2.5%
2791886