$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- DeltaVital capital
- Established Date
- 10-10-2023
- Office Locations
- 1
Office Locations
-- Bayville NJ
About QEX Asset Management LLC
QEX Asset Management is a quantitative, systematic investment manager that builds rules-based models from thousands of financial data points and applies them to client accounts. The firm offers actively managed, data-driven strategies across equities and fixed income and shares ongoing market commentary. Led by founder/CIO Jim Bernstein; custody is through Interactive Brokers.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$472.2K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Premium access reveals conviction themes in alpha element.
Unlock to compare peer behavior around optima delta.
Unlock to see real insight on north crest.
Open the full profile to inspect shifts in foundation north.
Unlock to see real insight on zenith signal.
Request access to benchmark trends tied to foundation eagle.
Upgrade to reveal position-level detail across vector element.
Full visibility includes strategy notes for crest oak wave.
Asset Classes
Peak pathway Peak matrix
Client Personas
Horizon delta
Investment Themes
Beacon Glacier Ridge
Investment Vehicles
Meridian oak Horizon
Services
Radial eagle Atlas Alpha Frontier glacier Radial vital
Technology
Alpha Ember
Owner & Executives
JAMES HENRY BERNSTEIN
Chief Compliance Officer, Chief Investment Officer, Founder, President
- CRD
- #1673790
- Ownership
- 75% or more
(422) 789-6626
ridge.insight@frontiercapital.com
in linkedin.com/in/radial-element
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $8,500,000
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $5,900,707,158 | 100.0% |
| Total | $5,900,707,158 | 100.0% |