Quantum Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 162826
- Registered since
- August 16, 2012
- Custodians
- UMB FINANCIAL SERVICES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers89.68%
- Pooled Investment Vehicles9.61%
- HNWI0.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Quantum Capital Advisors, LLC is an SEC-registered institutional registered investment adviser (registered in 2012) structured as a limited liability company owned by an individual. The firm serves primarily institutional clients and charges advisory fees as a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. Quantum does not position itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents12%
Contacts
2 of 2
Giridhar Reddy
Vice PresidentCRD 6090591
John Hughes
PresidentCRD 4378638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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