QUANTUM ADVISORY GROUP, LLC

Overview

Quantum Advisory Group, LLC is a small, privately owned LLC that functions primarily as a capital allocator and adviser to private funds and institutional-style accounts. The firm’s work is skewed toward managed private vehicles—private equity funds are the most common—and toward selecting and allocating to third‑party alternative managers, especially hedge funds and real estate managers. Quantum provides financial planning and portfolio management for individuals, small businesses and institutions, and it also offers pension consulting and selection-of-other-advisers services. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and operates in a non‑ESG capacity. The adviser’s structure and disclosed activities point to a boutique, advisory‑first model: they design and manage private fund vehicles while directing client capital (and fund capital) to external alternative managers. Their mandate appears to be multi‑strategy within alternatives and complementary use of traditional products (mutual funds) and insurance solutions (annuities) where suitability and income objectives require them.

Assets & Accounts

Investments & Alternatives

Location & Offices