QUANTUM CAPITAL GROUP

RIASEC RegisteredEst. 2015
Total AUM
$28.8B
Discretionary
$28.8B
100% of AUM
Avg account
$405M
Accounts
71
Employees
144
Advisory reps
8

Firm details

Headquarters
HOUSTON, Texas
CRD number
174733
Registered since
April 13, 2015
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 investment manager organized as a limited liability company and operating since 2015. The firm acts primarily as a sponsor and manager of pooled investment vehicles, positioning itself as a private equity–oriented alternative-asset manager serving institutional clients. Its fee arrangement combines a percentage-of-assets charge with performance-based fees, and its public filings list Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA) activity and portfolio management for pooled vehicles as core business functions. The firm identifies itself as an active ESG investor and appears to integrate those considerations into its investment program.

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
  • SIDNEY VANLOH

    Founder & CEOCRD 2319246

  • MICHAEL DENHAM

    Partner & Chief Financial OfficerCRD 6028459

  • ALEXANDER BAILLIE

    Partner and Chief Operating OfficerCRD 2649458

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Contacts

3 of 4
  • ROMAN BERGER

    Partner, General CounselCRD 5982140

  • JAMES BAIRD

    Partner and General CounselCRD 6028482

  • 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