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QUANTBOT TECHNOLOGIES, LP

NEW YORK, NY · CRD 170824 · IAPD ↗ · quantbot.com · 212-922-9624

$6.65BRegulatory AUM
47Advisory reps
87Employees
0Clients
n/aPlanning clients
2Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

36
April 2026 — QUANTBOT TECHNOLOGIES, LP notice-filed in CT, FL, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — QUANTBOT TECHNOLOGIES, LP added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2026 — QUANTBOT TECHNOLOGIES, LP reported RAUM up 38% ($4.83B -> $6.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2026 — QUANTBOT TECHNOLOGIES, LP grew from 40 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2025 — QUANTBOT TECHNOLOGIES, LP reported RAUM up 65% ($2.93B -> $4.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — QUANTBOT TECHNOLOGIES, LP added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.