Quadram Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quadram Capital LLC provides portfolio management, advisory consultation, and retirement plan advisory services to individuals, high net worth clients, pension and profit‑sharing plans, charitable organizations, and other business entities. The firm offers both fee‑based passive portfolio strategies and an active trading program, and it also provides stand‑alone consultative work and participant education for retirement plans.
Quadram Capital employs fundamental and technical analysis to construct portfolios and tailors recommendations to each client’s objectives, time horizon, and risk tolerance. Portfolios are managed on a discretionary basis with routine monitoring (annual reviews for individual portfolios and at least quarterly reviews for retirement plans), and the active trading program uses short‑term trading techniques and hedging when appropriate.
What distinguishes Quadram Capital from many peers is the explicit use of borrowing (margin) and derivatives within separately managed account strategies—implemented via leverage, nontraditional and leveraged ETFs, options writing, short sales, and ETNs—and its provision of ERISA fiduciary retirement plan advisory and pension consulting services. The firm manages roughly $850,000 in discretionary assets and emphasizes these more advanced trading tools for sophisticated clients alongside traditional asset allocation services.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.0% $1,000,001 - $2,000,000: 1.5% $2,000,001+: 1.0%
$250 per hour for advisory consultation services; up to $450 per hour for retirement plan advisory consultation
Minimum fee: $75 minimum monthly fee for Fee-based Portfolio Management Services; $275 minimum monthly fee for Active Trading Program
Main office
Jersey City NJ
Advisors at this office
1
Most active in
Georgia · New Jersey
Disclosures
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Lawyer
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Other specialized services
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