AUMdb

Quantessence Capital Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 330051 · SEC file 801-129633 · · quantessencecapital.com
☆ Save with Pro ADV data as of Jul 20, 2026
Regulatory AUM
$45.5M
Discretionary
$45.5M
Clients
1
Avg AUM / client
$45.5M
Accounts
1
Employees
5

AUM over time

$0 $1.5B
Feb 2, 2024 Jul 20, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026

Who they serve

Client typeClientsAUM% of AUM
Other 1 $45.5M 100.0%

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Manwani, Amit Chief Executive Officer And Chief Investment Officer Jan 2024 (3y) 75% or more
Patel, Taha, Mohammed Chief Technology Officer And Chief Operating Officer Jan 2024 (3y) 10% – 25%
Tedawes, Sam Chief Financial Officer And Chief Compliance Officer Jan 2024 (3y) Less than 5%

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (2 archived)

FormPeriodSize
Form ADV (full filing) 07/20/2026 906 KB View · PDF · Source ↗
Form ADV (full filing) 03/31/2026 907 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees
  • Other fees
  • EXPENSE REIMBURSEMENT

Services

  • Other services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.

View current Form ADV (SEC/IAPD) ↗