Northquant Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,870,000
Clients
17
Advisors
1
of 1 employees
About
Northquant Capital Management, LLC provides discretionary portfolio management to individuals and high‑net‑worth individuals, developing an Investment Policy Statement for each client that documents income, tax considerations, risk tolerance and time horizon. Services focus on equity‑based strategies and include asset allocation, security selection and regular portfolio monitoring, with quarterly account reports issued by the custodian.
The firm combines fundamental, quantitative and technical analysis and implements both long‑ and short‑term trading, including the use of derivatives, options strategies, short sales and margin transactions. These tactics can involve higher risk (including uncovered options and leverage), and Northquant documents and manages such risks within each client’s investment policy.
Noteworthy operational features include a firm requirement that clients use Interactive Brokers as custodian and disclosure that the firm may receive research or services (soft‑dollar benefits) consistent with Section 28(e), which can influence broker selection. Northquant also does not participate in wrap programs, does not accept performance‑based fees, does not take proxy‑voting authority, and manages a relatively small client roster with about $20.8 million in discretionary assets.
Client services
Expertise
Fee options
1.00% annually
Main office
Wellesley MA
Advisors at this office
1
Most active in
Massachusetts · New York
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)