← Directory
QUARTZ PARTNERS INVESTMENT MANAGEMENT
Legal name: QUARTZ PARTNERS, LLC
CRD 174327File 801-80822
APPROVED
Retail clients
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$611.9M
Above cohort median (national)
Discretionary AUM
$358.3M
Non-discretionary $253.6M
Clients
769
1,277 accounts
Employees
26
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 20, 2015
- Principal office
- 85 RAILROAD PLACE, SUITE 101A, SARATOGA SPRINGS, NY, 12866
- Phone
- 800-433-0422
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $611.9M
- Discretionary AUM
- $358.3M
- Non-discretionary AUM
- $253.6M
- Discretionary accounts
- 1,200
- Non-discretionary accounts
- 77
- Total accounts
- 1,277
- AUM per client
- $796K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.5M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $742 |
| Other investment advisers | 11 | $212.4M |
| High net worth individuals | 88 | $205.8M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 10 | $33.8M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 656 | $156.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 772 | 769 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.