QUANTBASE

Legal name: QUANTBASE, LLC

CRD 315414File 801-122782

APPROVED

Retail clients

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$26.6M

Bottom 25% of cohort (national)

Discretionary AUM

$26.6M

Clients

5,887

5,887 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Dec 13, 2021
Principal office: 30 WALL STREET, SUITE 801, NEW YORK, NY, 10005
Phone: 9296821617
Website: https://www.getquantbase.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $26.6M
Discretionary AUM: $26.6M
Non-discretionary AUM: $0
Discretionary accounts: 5,887
Non-discretionary accounts: 0
Total accounts: 5,887
AUM per client: $5K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	151	$4.9M
Individuals (other than high net worth individuals)	5,736	$21.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.