Quantstrat Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
QuantStrat Advisors LLC is an SEC‑registered investment adviser that provides discretionary portfolio management to pooled investment vehicles and separately managed accounts, primarily for qualified institutions and corporations. The firm operates as a small independent practice focusing on portfolio management for clients using digital‑asset strategies.
QuantStrat’s investment program emphasizes systematic, yield‑oriented digital‑asset strategies—including calendar futures basis trades and algorithmic execution frameworks—and generally maintains net long exposures while employing outside managers. The firm implements some client exposure synthetically through affiliated offshore entities and participation agreements rather than by issuing direct equity interests in those trading vehicles.
A firm principal is a registered representative of an affiliated broker‑dealer, and the brochure discloses policies intended to limit information sharing and mitigate related conflicts of interest. Other atypical features noted in the brochure include use of offshore synthetic structures, the option to negotiate side letters for investors, management‑fee mechanics denominated in Bitcoin, a recent acquisition and name change, and a reported $0 in regulatory assets under management as of December 31, 2025.
Client services
Expertise
Fee options
$0+: Up to 2% annually for separately managed accounts (negotiable depending on factors) All Class A Limited Partners' Capital Account+: 2% annually (0.5% per quarter) management fee for Fund investors
30% quarterly performance allocation on Net Income for Fund Class A Limited Partners
Account minimum: $1,000,000
Main office
New York NY, United States
Offices (1)
Most active in
New York · Pennsylvania
Also doing business as
Aligned Investor · Quantstrat Advisors LLC · Wealth Apple, 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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
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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.
Forms ADV
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