RIA Intel›Advisers›Connecticut›QUALMAN, GENE ALEXANDER

QUALMAN, GENE ALEXANDER

Advisory

DARIEN, CT

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in CT
#1,028
of 1,312 advisers by AUM
Average account
$502K
across 82 accounts
AUM per adviser
$41M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM
$41M
Discretionary %
100%
Clients
45
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients45
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

VICTORYARC HOLDINGS LP
GREENWICH, CT
$41M
T.O. RICHARDSON COMPANY, INC.
FARMINGTON, CT
$41M
-6.0% 1Y
SIMPLE ALTERNATIVES, LLC
RIDGEFIELD, CT
$41M
-56.0% 1Y
NORMAN KRAMER INVESTMENTS, INC.
WESTPORT, CT
$41M
ROYCE MANAGEMENT CO
GREENWICH, CT
$41M
BRENNAN CAPITAL MANAGEMENT LLC
WESTPORT, CT
$41M

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