| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Freeman Keitner | Chief Compliance Officer | Under 5% | 2025 |
| Arax Wealth Management, LLC Control | Owner | 50-75% | 2024 |
| Jon A Duprau Control | Managing Partner | Under 5% | 2023 |
Quantum Portfolio Management, LLC reports $295.1 million in regulatory assets under management on its Form ADV.
Quantum Portfolio Management, LLC reports 5 employees.
Quantum Portfolio Management, LLC is based in New York, NY and has been SEC-registered since 2023.
Quantum Portfolio Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 E. 53rd Street, Suite 1400, New York, NY 10022 |
| Phone | 212-466-6760 |
| Fax | 212-466-6809 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $295.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $295.1M |