QUARTZ PARTNERS INVESTMENT MANAGEMENT
SEC RegisteredAbout the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 621 | $178M |
| High Net Worth Individuals | 67 | $181M |
| Charitable Organizations | 8 | $31M |
| Insurance Companies | 5 | — |
704 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
21 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Active Strategies - $0 to $499,999.99 | 0.75% |
| Active Strategies - $500,000 to $2,999,999.99 | 0.60% |
| Active Strategies - $3,000,000 and above | 0.50% |
| Passive Strategies - $0 to $499,999.99 | 0.48% |
| Passive Strategies - $500,000 to $2,999,999.99 | 0.40% |
| Passive Strategies - $3,000,000 and above | 0.35% |
Data as of December 26, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. QUARTZ PARTNERS INVESTMENT MANAGEMENT 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.