HealthQuant Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a state-registered investment adviser that, according to its brochure, provides discretionary portfolio management and typically bills clients as a percentage of assets under management. The brochure also discloses that the firm reported no clients or regulatory assets under management as of the filing date and expects to amend its ADV when it begins managing client assets.
Its investment process combines fundamental and technical analysis with cyclical economic analysis, and it constructs tailored, actively monitored portfolios that draw on the principal’s experience in the healthcare and life‑sciences sectors. Strategies described in the brochure range from long‑term buy‑and‑hold allocations to shorter‑term trading, and may include use of short sales and options to hedge or express market views.
A number of operational features distinguish the firm from many peers: it operates with a single supervised investment professional and currently has no AUM, it reports participation by that professional in a separate pooled investment vehicle for which no management fees are charged, and it discloses the ability to have fees debited by custodians (creating indirect custody) and to receive ancillary custodian benefits. The brochure also notes a small amount of non‑investment consulting activity by the principal and an intention to rely on select broker‑dealers for execution and custodial services, which may affect trade routing and ancillary benefits.
Client services
Expertise
Fee options
2.0% per annum, billed quarterly at 0.50% per quarter in arrears
Fee-only: Fee-only investment management services
Main office
Skokie IL
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
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