A complete list of active advisors currently associated with Prime Quadrant

Warmer can help you find a great advisor at Prime Quadrant or one who fits your needs even better.

Prime Quadrant US, LLC serves high- and ultra-high-net-worth families, individuals, trusts and related entities, typically working with relationships that often exceed $10 million but also accepting smaller accounts within broader relationships. The firm operates as a non-discretionary manager-of-managers, constructing and monitoring multi-asset portfolios and delivering advisory services through flat-dollar engagements and discrete project work such as financial planning. PQ’s investment process emphasizes quantitative and qualitative due diligence of external managers, including analysis of returns, volatility, holdings, investment style, key personnel and tax character of returns, and it generally implements recommendations on a non-discretionary basis with clients retaining choice of custodian and execution. The firm provides formal written account reviews at least quarterly and evaluates a range of vehicle types — mutual funds, ETFs, REITs, private investment funds and, when relevant, individual securities — while avoiding high‑turnover trading. Distinctive features include a multi-office structure (six offices) combined with an SEC-registered U.S. advisory practice that predominantly manages assets on a non‑discretionary basis and uses flat fees rather than percentage-based billing, which is less common among peers. With roughly $849 million in regulatory assets managed across a relatively small number of client relationships, the firm’s asset concentration per relationship is notable, and it also offers one‑time, flat‑fee project services that can include financial planning.

To learn more about the advisors currently working at Prime Quadrant, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.