Quanta Finance Sa is a large advisory firm based in Geneva. It manages $183.99 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2012.
Quanta Finance provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quanta Finance Sa is $183.99 million. The firm's AUM has gone down by -52% since the beginning of its operation, and $183.5 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Quanta Finance Sa for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and high net worth individuals. The largest group of clients of Quanta Finance is high net worth individuals with 43 clients and $129.93 million of assets under management. Among the 9 most similar advisory firms, Quanta Finance has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $166.41 million for 46 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 98% of the firm’s clients are foreign persons or businesses.
Quanta Finance doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 14 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Quanta Finance Sa performs its advisory services is located at 8, Rue Des Charmilles, Geneva, 1203, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 41 22 321 42 40 or by fax 41 22 321 45 46. The normal business hours are 9-5.30 on Monday - Friday. You can find more information about the New York firm at quantafin.com.