{
  "crd_number": 112160,
  "slug": "quarve-associates-llc-stamford-ct-112160",
  "primary_business_name": "QUARVE ASSOCIATES, LLC",
  "legal_name": "QUARVE ASSOCIATES LLC",
  "dbas": [],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-07-03",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-02-03",
  "carried_forward": false,
  "raum_total": 48161776.0,
  "raum_discretionary": 48161776.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 48161776.0,
      "count": 14
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CT"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112160",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/quarve-associates-llc-stamford-ct-112160",
  "display_name": "Quarve Associates, LLC",
  "summary": "Quarve Associates, LLC is a state-registered investment advisory firm in Stamford, CT, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.",
  "citation": "AdvisorCensus. Quarve Associates, LLC (CRD 112160): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Quarve Associates, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quarve Associates, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Quarve Associates, LLC located?",
      "a": "Quarve Associates, LLC's principal office is in Stamford, CT, according to its Form ADV."
    },
    {
      "q": "Is Quarve Associates, LLC registered with the SEC or a state?",
      "a": "Quarve Associates, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 112160."
    },
    {
      "q": "How much does Quarve Associates, LLC manage?",
      "a": "Quarve Associates, LLC reports $48,161,776 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Quarve Associates, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (14)."
    },
    {
      "q": "Does Quarve Associates, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112160"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/quarve-associates-llc-stamford-ct-112160.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 48161776.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112160",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}