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Quantitative Strategies, Inc.

CRD 117908SEC# 801-60783Calabasas, CA
Export (members)
No longer SEC-registered. Quantitative Strategies, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$186.8M
Employees
2
Accounts
204
Location
Calabasas, CA

Quantitative Strategies, Inc. assets under management

Quantitative Strategies, Inc. is an SEC-registered investment adviser based in Calabasas, CA. It reports $186.8 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Quantitative Strategies, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Morrie Wolbrum Reiff ControlDirectorUnder 5%2001
Paul Sueyuki OkawaChief Compliance OfficerUnder 5%2006
Paul Sueyuki OkawaInvestment ManagerUnder 5%2001
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Frequently asked questions

How much does Quantitative Strategies, Inc. manage?

Quantitative Strategies, Inc. reports $186.8 million in regulatory assets under management on its Form ADV.

How many employees does Quantitative Strategies, Inc. have?

Quantitative Strategies, Inc. reports 2 employees.

Where is Quantitative Strategies, Inc. located?

Quantitative Strategies, Inc. is based in Calabasas, CA.

Does Quantitative Strategies, Inc. disclose fund performance?

Quantitative Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address27001 Agoura Road, Suite 150, Calabasas, CA 91301-5104
Office hours7:30 a.m. - 4:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$186.8M
Non-discretionary$0
Total (RAUM)$186.8M