Quantum Capital Group

RIASEC Registered
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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth