# Quad Partners LLC

> Quad Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 160097
- Filed as: QUAD PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160097
- AdvisorCensus page: https://advisorcensus.com/firm/quad-partners-llc-new-york-ny-160097

## Quick answers

**How is Quad Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Quad Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Quad Partners LLC located?**
Quad Partners LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Quad Partners LLC registered with the SEC or a state?**
Quad Partners LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160097.

**How much does Quad Partners LLC manage?**
Quad Partners LLC reports $743,355,802 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Quad Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Quad Partners LLC: Regulatory assets under management: $449,026,629 in the October 2021 data and $743,355,802 in the October 2026 data, up 66%. Total employees: 9 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Quad Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).

**Does Quad Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160097

**Does Quad Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The minimum initial capital contribution for the Funds is $5,000,000. QUAD reserves the right to reduce the minimum initial capital contribution and to accept subscriptions for lesser amounts."

**What changed in Quad Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 10. Added an office in Chicago, IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $5,000,000

> The minimum initial capital contribution for the Funds is $5,000,000. QUAD reserves the right to reduce the minimum initial capital contribution and to accept subscriptions for lesser amounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $743,355,802
- Discretionary: $743,355,802
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $743,355,802 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 11 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- [quadpartners.com](https://quadpartners.com)
- LinkedIn @QUAD-PARTNERS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $449,026,629 | 9 | March 30, 2021 |
| October 2022 | $913,689,951 | 12 | September 22, 2022 |
| October 2023 | $786,176,002 | 13 | March 31, 2023 |
| October 2024 | $731,461,028 | 13 | March 27, 2024 |
| October 2025 | $732,237,784 | 12 | March 26, 2025 |
| October 2026 | $743,355,802 | 11 | March 30, 2026 |

Regulatory assets under management: $449,026,629 in the October 2021 data and $743,355,802 in the October 2026 data, up 66%.
Total employees: 9 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 10.
- Added an office in Chicago, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quad Partners LLC (CRD 160097): Form ADV filing data as of October 2026.