Investment adviser · CRD 174327

QUARTZ PARTNERS INVESTMENT MANAGEMENT

Investment adviser filing (IA)

QUARTZ PARTNERS, LLC

SARATOGA SPRINGS, NY, United States · Form ADV filed Jun 8, 2026

Regulatory AUM: $612M
Client accounts: 1,277
Employees: 26
Advisory professionals: 22

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other investment advisers	11	$212,381,904	34.7%
High-net-worth individuals	88	$205,811,158	33.6%
Individuals	656	$156,197,186	25.5%
Retirement plans	10	$33,841,702	5.5%
Corporations & businesses	Fewer than 5	$3,499,844	0.6%
Other clients	Fewer than 5	$213,338	0.0%
Charities	Fewer than 5	$742	0.0%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2107909 · Jun 8, 2026 · 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: Jun 8, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

85 RAILROAD PLACE, SUITE 101A
SARATOGA SPRINGS, NY, 12866, United States

CRD 174327

Filing source

Form ADV 2107909 · Jun 8, 2026 · 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.