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Lambert Cadwalader Bunker

Quartz Partners Investment Management

Saratoga Springs, NY

Denver, CO

CRD 2640621

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Employer firm

Quartz Partners Investment Management CRD 174327

$612M regulatory AUM 772 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • OUTSOURCED CIO RESEARCH & SECURITY RECOMMENDATION

From the firm’s Form ADV. Read the guides:

Current Employers
Quartz Partners Investment Management

85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-28
  • CO RA
    APPROVED
    Since 2026-04-28

Branch Locations

85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Athenainvest Advisors Llc Greenwood Village CO 06/2010 04/2026
Quartz Partners Llc Saratoga Springs NY 04/2026 Present
  • 06/2010 → 04/2026
    Athenainvest Advisors Llc
    Greenwood Village, CO
  • 04/2026 → Present
    Quartz Partners Llc
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-25
  • S65 Uniform Investment Adviser Law Examination
    2011-08-25

View on SEC IAPD

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