CRD: 174327
Quartz Partners Investment Management
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- Custodian
- Charles Schwab & Company · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2015
- Office Locations
- 24
Office Locations
About Quartz Partners Investment Management
Quartz Partners Investment Management delivers research-driven, “always on” portfolio management that dynamically adjusts allocations across market environments, including adapt CORE models and Astra focused stock portfolios built on bottom-up equity research and an economic margin lens. The firm supports financial advisors as an outsourced CIO with technology and back-office help, and offers turnkey employer 401(k) and HSA plans emphasizing cost efficiency and liability protection, backed by digital onboarding and regular market commentary.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH WILLIAM ARENA
Chief Investment Officer, Managing Member
- CRD
- #4997368
- Ownership
- Less than 5%
JOSHUA TYLER GILBERT
Chief Compliance Officer
- CRD
- #6578136
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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David Bossov
--
- CRD
- #2200542
ROSS PAUL BRUNER
--
- CRD
- #1718245
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,317,101 | $298,598 |
| Non-Discretionary | $253,628,773 | $3,293,880 |
| Total | $611,945,874 | $479,206 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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