Quadrant Private Wealth Management, LLC
Quadrant Private Wealth Management, LLC is an SEC-registered investment adviser based in Center Valley, Pennsylvania. Founded around 2014, the firm has 16 employees and offers comprehensive wealth management and investment advisory services primarily serving high net worth individuals, as well as other individuals and select institutional clients. The firm is committed to providing customized investment strategies and financial planning solutions, leveraging a team approach and deep expertise across the financial services spectrum. Quadrant emphasizes community engagement and long-term partnerships with clients.
Investment Strategy
Quadrant Private Wealth Management, LLC provides discretionary and non-discretionary investment management services, focusing on constructing diversified portfolios tailored to each client’s needs, objectives, and risk tolerance. The firm primarily serves high net worth and other individuals, allocating assets across equities, fixed income, and alternative investments. Portfolio management is centered on achieving long-term growth while managing risk, utilizing active and passive strategies informed by fundamental and quantitative analyses. The firm places a strong emphasis on personalized strategies and team-based service delivery.
Top Holdings
Equity Positions (248)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 9.51% | $45.9M | 290,336 | $39.52 | $157.99 | +$17.5M |
M META | META PLATFORMS INC | 3.18% | $15.3M | 20,757 | $169.51 | $738.09 | +$3.7M |
S SNOW | SNOWFLAKE INC | 3.03% | $14.6M | 65,228 | $199.70 | $223.77 | +$7.6M |
S SPLG | SPDR SERIES TRUST | 2.48% | $12.0M | 164,666 | $53.22 | $72.69 | +$309.4K |
N NFLX | NETFLIX INC | 2.45% | $11.8M | 8,824 | $313.81 | $1339.13 | +$3.6M |