Investment adviser · CRD 110575

QUANTITATIVE ADVANTAGE, LLC

Investment adviser filing (IA)

MINNETONKA, MN, United States · Form ADV filed Apr 20, 2023

Regulatory AUM
$758M
Form ADV · Item 5.F
Client accounts
2,143
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
17
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals227$535,825,94370.7%
Individuals967$213,923,98428.2%
Charities5$4,508,4040.6%
Corporations & businesses4$2,622,9250.3%
Retirement plans1$680,3360.1%
Filing source

Form ADV 1747615 · Apr 20, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 20, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

10650 RED CIRCLE DRIVE, SUITE 303
MINNETONKA, MN, 55343, United States

CRD 110575

Filing source

Form ADV 1747615 · Apr 20, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.