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Lambert Cadwalader Bunker

Investment adviser representative at Quartz Partners Investment Management
16 yearsExperience
1 stateRegistered in
$611.9MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Quartz Partners Investment ManagementApr 2026 to now
  2. Quartz Partners LLCApr 2026 to now
  3. Athenainvest Advisors LLCJun 2010 to Apr 2026

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (CO).

Quartz Partners Investment Management

Legal name: Quartz Partners, LLC

$611.9MAssets managed
772Clients
28Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2640621
Firm CRD
174327
Advisor's SEC record (opens in a new tab)
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