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 structured as a limited liability company that registered with the SEC in 2015 and operates as a private equity-focused adviser to institutional investors. The firm serves primarily as sponsor and manager of pooled investment vehicles, acting in roles that include sponsor, general partner, and CPO/CTA. Its advisory mandate centers on portfolio management for pooled funds rather than individual household wealth management. Fee arrangements combine an asset-based management fee with performance-based economics, and the firm identifies itself as an active ESG investor. Client relationships are institutional in nature and the firm does not position itself as a capital allocator to external managers; instead it runs its own private funds and takes direct managerial responsibilities for those vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    Sidney Vanloh

    Founder & CEOCRD 2319246

  • Michael Denham

    Partner & Chief Financial OfficerCRD 6028459

  • 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