Q
$59.7M Total AUM
$46.0M Disc. AUM
86.3% 3Y CAGR
3 Employees
195 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-25-2020
- Office Locations
- 2
Office Locations
1177 Avenue OF THE Americas NEW York NY
-- Princeton NJ
About Quantel Asset Management LLC
Quantel Asset Management is a New York-based investment advisory firm founded by ex–Wall Street risk manager Shyam Sreenivasan. It delivers systematic, data-driven active portfolios with dynamic risk management and a capital-preservation focus, continuously monitoring 5,000+ stocks for real-time adjustments. Clients can access strategies via the Tenjin AI mobile app, with transparent, performance-based pricing.
Team overview
54 AVG AGE
$59.7M AVG AUM / ADVISOR
$306.2K AVG AUM / CLIENT
0.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
SHYAM SUNDAR SREENIVASAN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2751489
- Ownership
- Less than 5%
Available
Available
Available
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Y
Yuanhao Feng
--
- CRD
- #8298789
Available
Available
Available
J
Junyi Yuan
--
- CRD
- #8306976
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,027,262 | $351,353 |
| Non-Discretionary | $13,685,136 | $4,561,712 |
| Total | $59,712,398 | $445,615 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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