AUMdb

Quantcore Capital Management, Llc

SEC-registered Wealth Manager · Boutique (under $100M) CRD 166321 · SEC file 801-77551 · · WWW.QUANTCORECAPITAL.COM
☆ Save with Pro ADV data as of Feb 11, 2026
Regulatory AUM
$5.0M
Discretionary
$5.0M
Clients
80
Avg AUM / client
$62.5K
Accounts
80
Employees
5

AUM over time

$0 $5.0M
Jan 7, 2013 Feb 11, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 11, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 80 $5.0M 100.0%

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Lockstrom, Martin Managing Member, Chief Investment Officer And Chief Compliance Officer Oct 2012 (14y) 25% – 50%

Undisclosed: 50% – 75% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/11/2026 848 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 11, 2026.

View current Form ADV (SEC/IAPD) ↗