$10.4M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-27-2020
- Office Locations
- 1
Office Locations
-- Sagaponack NY
About Powder Ridge Capital LP
Powder Ridge Capital is a boutique RIA led by founder/CIO Stuart Quan (27 years in U.S. equities) that builds personalized, actively managed portfolios of individual stocks for high-net-worth individuals (minimum $500k). Portfolios are monitored daily with real-time risk management, including the flexibility to raise cash quickly in volatile markets. Custody is reported via Interactive Brokers.
Team overview
52 AVG AGE
$10.4M AVG AUM / ADVISOR
$316.5K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Focus Harbor ember Bridge prime Horizon
Custodian
Signal vector Wave Focus fusion
Investment Themes
Foundation ember
Investment Vehicles
Focus matrix Pioneer eagle
Services
Foundation alpha Radial north
Owner & Executives
STUART ALEXANDER QUAN
Limited Partner, Partner
- CRD
- #2281446
- Ownership
- 75% or more
(496) 853-1933
foundation.bridge@summitcapital.com
in linkedin.com/in/wave-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,445,047 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,445,047 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,445,047
Cash:
77.7% Equity - Exchange:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $5,473,903,744 | 77.7% |
| Equity - Exchange | $1,571,017,420 | 22.3% |
| Total | $7,044,921,164 | 100.0% |