QUANTITATIVE FINANCE LLC

Adviser information for QUANTITATIVE FINANCE LLC last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services ALGORITHMIC-BASED INVESTMENT RECOMMENDATIONS BASED ON INVESTMENT OBJECTIVES, RISK PROFILES, AND THIRD-PARTY PRODUCTS
Compensation MONTHLY SUBSCRIPTION FEE

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 0

Identifiers

SEC RIA File Number 801-129453
SEC ERA File Number 801-129453
SEC CIK Numbers None
SEC CRD Numbers 323380
Legal Entity Identifier None

Principal Office

3601 B GREEN SPRING RD
HAVRE DE GRACE
MD
United States
MONDAY - SUNDAY, 9:00 A.M. TO 6:00 P.M.
Tel: 4437529529, Fax: N/A

Chief Compliance Officer

LOGAN NATHANIEL WEAVER
PRESIDENT, CEO
3601 B GREEN SPRING RD
HAVRE DE GRACE
MD
United States
Tel: 4437529529
Fax: N/A
(Full email address available in API data)

Regulatory Contact

HOPE NEWSOME
300 S ORANGE AVENUE
SUITE 1000
ORLANDO
FL
United States
Tel: 407-985-8763
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SURMOUNT AI INC Domestic Entity OWNER 05/2022 > 75%
Weaver, Logan, Nathaniel Individual SURMOUNT AI INC PRESIDENT, CEO, CCO 05/2022 > 75%
Weaver, Logan, Nathaniel Individual PRESIDENT, CEO, CCO 05/2022 < 5%

No. Employees, Historic

1050202420252 on 1/4/20242 on 2/2/20242 on 2/23/20242 on 3/1/2024