Quartz Partners, LLC
● SEC registered since 2015CRD 174327SEC# 801-80822Saratoga Springs, NY
Reg. AUM
$611.9M
Employees
26
Accounts
1,277
Location
Saratoga Springs, NY
Quartz Partners, LLC assets under management
Quartz Partners, LLC is a registered investment adviser overseen by the SEC based in Saratoga Springs, NY. The firm has been registered since 2015. It reports $611.9 million in regulatory assets under management and employs 26 people.
Quartz Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Etico Financial, LLC Control | Member | Over 75% | 2022 |
| Joseph Albert Leo Control | Chief Executive Officer & Managing Member | Under 5% | 2023 |
| Joseph William Arena Control | Managing Member & Chief Investment Officer | Under 5% | 2014 |
| Joshua Tyler Gilbert | Chief Compliance Officer | Under 5% | 2025 |
| Kyle Patrick Webber Control | Managing Member, Chief Operating Officer | Under 5% | 2014 |
| Eos Venture Partners Limited Control | Equity Shareholder In Etico Financial, Llc | 25-50% | 2025 |
| Joseph Albert Leo | Member And Elected Manager | 25-50% | 2018 |
| Joseph William Arena Control | Member And Elected Manager | — | 2022 |
| Kyle Patrick Webber Control | Member And Elected Manager | — | 2022 |
| Scott Alan Weisman | Member And Elected Manager Through Pterodactyl Holdings | 25-50% | 2018 |
Frequently asked questions
How much does Quartz Partners, LLC manage?
Quartz Partners, LLC reports $611.9 million in regulatory assets under management on its Form ADV.
How many employees does Quartz Partners, LLC have?
Quartz Partners, LLC reports 26 employees.
Where is Quartz Partners, LLC located?
Quartz Partners, LLC is based in Saratoga Springs, NY and has been SEC-registered since 2015.
Does Quartz Partners, LLC disclose fund performance?
Quartz Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 85 Railroad Place, Suite 101a, Saratoga Springs, NY 12866 |
| Phone | 800-433-0422 |
| Fax | 518-348-0100 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1659978 |
| Discloses disciplinary history | No |
Regulatory AUM
$611.9M▲ 118%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$611.9Mregulatory AUM
Discretionary $358.3MNon-discretionary $253.6M