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JOCASSEE QUANTITATIVE, LLC

CHARLOTTESVILLE, VA · CRD 316865 · IAPD ↗ · jocasseequantitative.com · 332-345-1122

$605.6MRegulatory AUM
7Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
February 2024 — JOCASSEE QUANTITATIVE, LLC (CHARLOTTESVILLE, VA) left the SEC roster (was $605.6M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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