Ebquant, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EBQuant provides ongoing portfolio management and financial planning to a mix of clients that includes institutional clients, high‑net‑worth individuals, and individual clients (including non‑high‑net‑worth individuals). The firm creates an Investment Policy Statement for each client and offers discretionary and non‑discretionary investment supervisory services tailored to clients’ goals, time horizons, tax status and risk tolerance.
The firm’s investment process blends fundamental, technical, and cyclical analysis and can be applied across strategic and tactical time frames. Implementation may include short‑term trading, margin, short sales for hedging, covered options strategies, and the use of leveraged or inverse ETF/ETNs, and EBQuant may allocate portions of portfolios to third‑party sub‑advisors under its discretionary authority.
Distinctive features include a very small reported asset base (roughly twenty‑one thousand dollars) and a hybrid client focus that pairs institutional‑style management with one‑time and ongoing financial planning for individuals. Management also discloses outside business activities—including pooling capital for a laundromat venture and bookkeeping/tax services—and notes these relationships are disclosed and subject to non‑solicitation to mitigate potential conflicts.
Client services
Expertise
Fee options
Financial planning fees typically range from $1,500 to $5,000 per plan
1.0% annually
$150 to $500 per hour
Main office
Houston TX
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
John G
Series 65
Houston, TX
Ebquant, LLC
John Geralt is a financial advisor at Ebquant, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at various firms including Tong Management Group, Juniper Networks, and Wolters Kluwer. Outside of his advisory role, Mr. Geralt is an executive recruiter for Juniper Networks and provides bookkeeping and tax consulting services through Tong Management Group. Ebquant offers portfolio management and financial planning to institutional clients, high-net-worth individuals, and others, using a blended investment approach that includes fundamental, technical, and cyclical analysis. The firm provides both discretionary and non-discretionary investment supervisory services tailored to client goals and risk tolerance.
Ryan T
Series 65
Houston, TX
Ebquant, LLC
Ryan Tong is a financial advisor at Ebquant, LLC with four years of industry experience. He holds a Series 65 designation and concurrently serves as Senior Data Scientist for Wal-Mart and CIO/CTO of Bitquant Capital, where he focuses on pooling investment capital for the laundromat business. Tong is also the founder of Tong Management Group, a bookkeeping and tax consulting firm, and provides investment consulting through Clarity.fm. Ebquant, LLC offers ongoing portfolio management and financial planning services to institutional clients, high-net-worth individuals, and non–high-net-worth individuals. The firm develops Investment Policy Statements tailored to clients’ objectives and employs a combination of fundamental, technical, and cyclical analysis across strategic and tactical time frames.
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