# Quantbase

> Quantbase is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 315414
- Filed as: QUANTBASE
- Legal name: Quantbase, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315414
- AdvisorCensus page: https://advisorcensus.com/firm/quantbase-new-york-ny-315414

## Quick answers

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

**How much does Quantbase charge?**
Its Form ADV Part 2A brochure dated April 30, 2026 states: Subscription: $20 a month (accounts with assets under $12,001). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Quantbase located?**
Quantbase's principal office is in New York, NY, according to its Form ADV.

**Is Quantbase registered with the SEC or a state?**
Quantbase is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315414.

**How much does Quantbase manage?**
Quantbase reports $26,624,418 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Quantbase's assets and staff changed since 2022?**
In the Form ADV data for Quantbase: Regulatory assets under management: $800 in the October 2022 data and $26,624,418 in the October 2026 data, up 3327952%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Quantbase serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,736); high net worth individuals (151).

**Which custodians does Quantbase use?**
Quantbase's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alpaca Securities LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Quantbase 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/315414

**Does Quantbase state an account minimum?**
Its Form ADV Part 2A brochure dated April 30, 2026 says: "There is a minimum account size of $50 to open and maintain an account with Quantbase."

**What changed in Quantbase's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $21,323,711 to $26,624,418 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

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

- Account minimum: $50

> There is a minimum account size of $50 to open and maintain an account with Quantbase.

- Subscription: $20 a month (accounts with assets under $12,001)

> The flat monthly fee of $20 applicable to accounts with assets under $12,001 follows the same assessment and collection cycle: assessed on the last day of the month

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

### Custodians (Schedule D, Section 5.K(3))
- Alpaca Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $26,624,418
- Discretionary: $26,624,418
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,736 | $21,749,016 |
| High net worth individuals | 151 | $4,875,402 |
| 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) | 0 | $0 |
| 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 | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- getquantbase.com
- Facebook @quantbaseOfficial
- LinkedIn @quantbase
- X @quantbase_

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $800 | 2 | September 7, 2022 |
| October 2023 | $3,150,790 | 3 | March 30, 2023 |
| October 2024 | $7,900,000 | 3 | August 25, 2024 |
| October 2025 | $21,323,711 | 2 | April 2, 2025 |
| October 2026 | $26,624,418 | 2 | April 30, 2026 |

Regulatory assets under management: $800 in the October 2022 data and $26,624,418 in the October 2026 data, up 3327952%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $21,323,711 to $26,624,418 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantbase (CRD 315414): Form ADV filing data as of October 2026.