A complete list of active advisors currently associated with Quilt Investment Management, LLC

Warmer can help you find a great advisor at Quilt Investment Management, LLC or one who fits your needs even better.

Quilt Investment Management, LLC provides discretionary portfolio management to individual and high‑net‑worth clients, delivering customized accounts and an in‑house “Quilt Equity” strategy. The firm documents client goals and constraints in Investment Policy Statements and does not offer stand‑alone financial planning services. The adviser uses a mix of fundamental and quantitative analysis and employs both long‑ and short‑term trading across equities, fixed income, ETFs, REITs, ADRs and preferred securities. Portfolios may concentrate in small‑ and micro‑cap names and can include illiquid or closely‑held securities and cash positions, which the firm identifies as creating specific liquidity and idiosyncratic risks. A distinguishing feature is that Quilt offers a performance‑based fee option for qualified clients — a 25% performance fee assessed only on capital appreciation above a 6% annual hurdle with a high‑water mark — while also managing traditional asset‑based accounts, a structure the firm notes can create side‑by‑side conflicts and addresses through allocation policies. The firm requires clients to custody assets at Interactive Brokers and manages a very small number of client relationships with modest total AUM, which may lead to more concentrated portfolios and individualized account handling.

To learn more about the advisors currently working at Quilt Investment Management, LLC, 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.