Quantum Capital Group

RIASEC RegisteredEst. 2012
Total AUM
$491M
Discretionary
$491M
100% of AUM
Avg account
$54.5M
Accounts
9
Employees
144
Advisory reps
8

Firm details

Headquarters
Houston, Texas
CRD number
160267
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Quantum Capital Group is an SEC-registered LLC that operates as a fund manager focused on private funds, with activities spanning private equity and real estate investing. The firm serves institutional clients and combines sponsor/GP responsibilities with advisory roles, including portfolio management for pooled vehicles and CPO/CTA functions. Its compensation structure mixes a percentage-of-assets fee with performance-based fees. The firm describes itself as an active ESG investor, and it appears to integrate ESG considerations into its investment process at the fund level.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Michael Denham

    Partner & Chief Financial OfficerCRD 6028459

  • Sidney Vanloh

    Sidney Vanloh

    Founder & CEOCRD 2319246

  • Alexander Baillie

    Alexander Baillie

    Partner and Chief Operating OfficerCRD 2649458

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Contacts

3 of 4
  • Roman Berger

    Partner, General CounselCRD 5982140

  • James Baird

    James Baird

    Partner and General CounselCRD 6028482

  • Donald Scott

    Donald Scott

    Sr. Managing DirectorCRD 2257157

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
800 Capitol St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth