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Chief Technology Officer and Chief Operating Officer · Quantessence Capital

Taha M. Patel

CRD 5366844 · Named on Form ADV at one SEC-registered adviser

At a glance

Quantessence Capital, an SEC-registered asset manager with $45 million in regulatory assets, lists Taha M. Patel on its Form ADV as Chief Technology Officer and Chief Operating Officer, a control person.

Firms and roles

  • Quantessence CapitalChief Technology Officer and Chief Operating OfficerAsset manager · United States · $45M in regulatory assets

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Taha’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Amit ManwaniChief Executive Officer and Chief Investment Officer, Quantessence Capital
  • Sam TedawesChief Financial Officer and Chief Compliance Officer, Quantessence Capital

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Taha’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.