Quantbase
SEC RegisteredInvest in data-driven portfolios
About the firm
Quantbase is a platform built by a team of engineers and investors who have built and invested in quantitative trading strategies for over a decade. The firm offers expert-built, data-driven portfolios with specific investment objectives, with no hidden fees and transparent investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Data-driven investment portfolios with specific investment objectives, including position management, rebalancing, and defensive measures. Users set preferences, browse portfolios by thesis and holdings, and invest in strategies managed on their behalf.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,736 | $22M |
| High Net Worth Individuals | 151 | $4.9M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 – $12,000 | — |
| $12,001 and above | 1.00% |
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Quantbase has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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