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QUARTUS INVESTMENT ADVISORS LLC

NEW YORK, NY · CRD 287597 · IAPD ↗ · 212-634-7173

$155.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
3Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — QUARTUS INVESTMENT ADVISORS LLC reported RAUM up 397% ($31.2M -> $155.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — QUARTUS INVESTMENT ADVISORS LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
51
April 2025 — QUARTUS INVESTMENT ADVISORS LLC reported RAUM up 60% ($19.5M -> $31.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
November 2024 — ARCIS CAPITAL INVESTMENT ADVISORS LLC is now doing business as QUARTUS INVESTMENT ADVISORS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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