QUANTA FINANCE SA
Adviser information for QUANTA FINANCE SA last updated from Form ADV on December 14th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $19.0M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $19.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $2.3M |
| 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 | <5 | $16.8M |
| 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 | 98 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-74591 |
|---|---|
| SEC ERA File Number | 801-74591 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161725 |
| Legal Entity Identifier | 254900BS4JWQ06PQYV58 |
Principal Office
8, RUE DES CHARMILLESGENEVA
Switzerland
Monday - Friday, 9-5.30
Tel: 41 22 321 42 40, Fax: 41 22 321 45 46
Websites
Chief Compliance Officer
SOURIYA LUANGRAJ
8, RUE DES CHARMILLES
GENEVA
Switzerland
Tel:
41 22 321 42 40
Fax:
41 22 321 45 46
S********@************M
(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 |
|---|---|---|---|---|---|
| MAURON, FRANCOIS, EDOUARD | Individual | – | EXECUTIVE OFFICER | 01/2022 | > 75% |
| luangraj, souriya | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2023 | < 5% |