← Tributary

QUANTESSENCE CAPITAL

· CRD 330051 · IAPD ↗ · quantessencecapital.com · 212-655-9622

$45.5MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2026 — QUANTESSENCE CAPITAL reported RAUM down 92% ($576.1M -> $45.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — QUANTESSENCE CAPITAL reported RAUM down 61% ($1.46B -> $576.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
August 2024 — QUANTESSENCE CAPITAL's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
April 2024 — QUANTESSENCE CAPITAL (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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