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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- Ridge atlasPeak foundation
- Established Date
- 12-13-2021
- Office Locations
- 1
Office Locations
About Quantbase
Quantbase is an SEC-registered investment adviser offering a self-serve platform for data-driven portfolios with defined investment objectives. Investors set preferences, review each strategy’s thesis and holdings, then invest in managed strategies that handle position management, rebalancing, and defensive measures. Portfolios are primarily ETF-based, with brokerage through Alpaca Securities. The team cites nearly a decade building quantitative strategies and participated in Y Combinator (W23).
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Owner & Executives
TANYA FRIAS
Head of Wealth
- CRD
- #4250965
- Ownership
- Less than 5%
Logan Nathaniel Weaver
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,624,418 | $4,523 |
| Non-Discretionary | $0 | -- |
| Total | $26,624,418 | $4,523 |
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Separately Managed Accounts
Total SMA Asset: $26,624,418
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,066,309,463 | 57.6% |
| Equity - Exchange | $974,192,069 | 18.3% |
| Cash | $1,282,952,396 | 24.1% |
| Total | $5,323,453,928 | 100.0% |