Quantitative Strategies, Inc.
CRD 117908SEC# 801-60783Calabasas, CA
No longer SEC-registered. Quantitative Strategies, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$186.8M
Employees
2
Accounts
204
Location
Calabasas, CA
Quantitative Strategies, Inc. assets under management
Quantitative Strategies, Inc. is an SEC-registered investment adviser based in Calabasas, CA. It reports $186.8 million in regulatory assets under management and employs 2 people.
Quantitative Strategies, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Morrie Wolbrum Reiff Control | Director | Under 5% | 2001 |
| Paul Sueyuki Okawa | Investment Manager | Under 5% | 2001 |
| Paul Sueyuki Okawa | Chief Compliance Officer | Under 5% | 2006 |
| Planned Asset Management Control | Parent / Owner | Over 75% | 2012 |
| Joni L Reiff | Member | 50-75% | 2016 |
| Morrie Wolbrum Reiff Control | Owner, Managing Member, President | 50-75% | 1985 |
Frequently asked questions
How much does Quantitative Strategies, Inc. manage?
Quantitative Strategies, Inc. reports $186.8 million in regulatory assets under management on its Form ADV.
How many employees does Quantitative Strategies, Inc. have?
Quantitative Strategies, Inc. reports 2 employees.
Where is Quantitative Strategies, Inc. located?
Quantitative Strategies, Inc. is based in Calabasas, CA.
Does Quantitative Strategies, Inc. disclose fund performance?
Quantitative Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27001 Agoura Road, Suite 150, Calabasas, CA 91301-5104 |
| Office hours | 7:30 a.m. - 4:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$186.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,306 advisers
EmployeesTop 86%
More than 14% of 16,824 advisers
Assets under management
$186.8Mregulatory AUM
Discretionary $186.8M