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Shyam Sundar Sreenivasan

Investment adviser representative at Quantel Asset Management LLC
30 yearsExperience
1 stateRegistered in
$59.7MFirm assets
5 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 assetsSubscriptionFixed or flat feePerformance-based

Services the firm offers

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

  • Portfolio management
  • Market timing

Experience

30 years in the industry.

  1. Quantel Asset Management LLCMar 2026 to now
  2. Quantel Ai, Inc.Aug 2018 to now
  3. Morgan StanleyMay 1996 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

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

Quantel Asset Management LLC

$59.7MAssets managed
134Clients
3Advisers
5 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
2751489
Firm CRD
311013
Advisor's SEC record (opens in a new tab)
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