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QUANTEL ASSET MANAGEMENT LLC
CRD 311013File 801-119860
APPROVED
Retail clients
Filing as of Jul 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$59.7M
Bottom 25% of cohort (national)
Discretionary AUM
$46.0M
Non-discretionary $13.7M
Clients
134
134 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 25, 2020
- Principal office
- 1177 AVENUE OF THE AMERICAS, SUITE 5008, NEW YORK, NY, 10036
- Phone
- 844-836-5461
- Website
- https://quantel.ai
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $59.7M
- Discretionary AUM
- $46.0M
- Non-discretionary AUM
- $13.7M
- Discretionary accounts
- 131
- Non-discretionary accounts
- 3
- Total accounts
- 134
- AUM per client
- $446K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $41.1M |
| Pension and profit sharing plans | Fewer than 5 | $37K |
| Individuals (other than high net worth individuals) | 85 | $18.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Educational seminars
- Securities recommendations
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 157 | 134 | decreased by23 |
| Apr 1, 2026 | AUM | $30,413,050 | $59,712,398 | increased by$29,299,348 |
| Apr 1, 2026 | Accounts | 164 | 134 | decreased by30 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 116 | 157 | increased by41 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $20,825,164 | $30,413,050 | increased by$9,587,886 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 116 | 164 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 37 | 116 | increased by79 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,500,000 | $20,825,164 | increased by$13,325,164 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 54 | 116 | increased by62 |
| Apr 1, 2022 | Clients | 0 | 37 | increased by37 |
| Apr 1, 2022 | AUM | $0 | $7,500,000 | increased by$7,500,000 |
| Apr 1, 2022 | Accounts | 0 | 54 | increased by54 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QUANTEL ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QUANTEL ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.