Quantel Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$59,674,905
Clients
132
Advisors
3
across 2 offices
About
Quantel provides investment services to mass‑affluent, high‑net‑worth, and institutional clients through a web‑based platform and mobile app, offering three distinct tiers: Investment Outlook/Research, Non‑Discretionary Investment Advice, and Discretionary Investment Management including separately managed accounts. Clients interact with the Quantel Platform and may link existing accounts via API or establish managed accounts custodied at third‑party brokers for discretionary management.
The firm employs a systematic, algorithm‑driven process that integrates fundamental, technical, and sentiment analysis to score and select assets and to construct portfolios consistent with client risk profiles and stated goals. Quantel’s discretionary service describes active market‑timing activity and may utilize options, margin or other derivatives in managed accounts, while its research tier supplies security ratings and pricing alongside newsletters and market commentary.
Noteworthy differences from many peers include the subscription pricing model for its research and advisory tiers and the availability of performance‑based fee arrangements for qualified clients, along with published periodicals and in‑house ratings/pricing — services that are less common among advisers in this segment. The firm delivers services primarily through its internet platform with investment oversight concentrated in its investment office and discloses referral and influencer compensation arrangements used in marketing.
Client services
Expertise
Fee options
$0+: 0.5% to 2.0% annually (management fee varies by client factors; exact rate agreed at account setup) +:
For qualified clients, performance-based incentive allocation of 10% to 20% on gains subject to high watermark.
Subscription fees ranging from $9.99 to $39.99 per month for Investment Outlook services; subscription-based monthly or annual renewals, discounts for annual plans.
Fee-only: Fixed fee ranging from $29.99 to $499 per month for Non-Discretionary Investment Advisory services or tiered fees of 0.15% to 0.30% assets under advisory.
Main office
See office1177 Avenue of the Americas Ste 5008
New York NY 10036
Advisors at this office
2
Offices (2)
Most active in
California · Georgia · New Jersey · New York · Texas · Virginia
Also doing business as
Quantel Asset Management LLC · Tenjin Ai Capital Advisors LLC
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.
Quick links
Advisors at this firm
Junyi Y
Series 65
New York, NY
Quantel Asset Management LLC
Junyi Yuan is a financial advisor with Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has previously worked at Quantel AI, Inc., Rutgers Business School, and Shanghai University. Yuan has no prior industry experience outside his current advisory role. Quantel offers investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to manage portfolios aligned with client risk profiles, providing both discretionary and non-discretionary advisory services.
Yuanhao F
Series 65
New York, NY
Quantel Asset Management LLC
Yuanhao Feng is a financial advisor at Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has professional experience working at Quantel AI Inc. as well as academic roles at Rutgers Business School and the University of Oregon. Quantel provides investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app, offering investment research, non-discretionary advice, and discretionary management. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to construct portfolios aligned with client risk profiles.
Shyam S
Series 65
Princeton, NJ
Quantel Asset Management LLC
Shyam Sreenivasan is a financial advisor at Quantel Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience at Morgan Stanley from 1996 to 2018. Since 2018, he has also been involved with Quantel AI, Inc. Quantel Asset Management serves mass-affluent and high-net-worth individuals as well as corporations through a digital-only platform offering investment outlooks, non-discretionary advice, and discretionary portfolio management. The firm employs a systematic, quantitative process using fundamental, technical, and sentiment analysis to construct portfolios aligned with various investment themes.
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