RIA Intel›Advisers›New York›QUARTZ PARTNERS, LLC

QUARTZ PARTNERS, LLC

Advisory

N·SARATOGA SPRINGS, NY

Data as of May 13, 2026 · Source: SEC Form ADV

Total AUM

$398M

1-Year AUM Growth

+401.1%

3-Year CAGR

+65.0%

Employees

22

Assets Under Management

Total AUM$398M

Discretionary AUM$349M

Non-Discretionary AUM$48M

Discretionary %87.8%

Total Clients704

Team

Total Employees22

Investment Advisers26

Employee Growth (1Y)+27.3%

Filing History

Total Filings on Record36

First FilingDec 26, 2014

Latest FilingMay 13, 2026

🔒 Full AUM trend chart and 36 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on QUARTZ PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.