Quantum Capital Management, LLC
Firm details
- Headquarters
- Northfield, New Jersey
- CRD number
- 111083
- Registered since
- August 25, 2000
- Website
- www.quantumadv.com
- Custodians
- CHARLES SCHWAB & CO., INC., UMB FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies40.42%
- Other Investment Advisers27.63%
- HNWI23.61%
- Pension & Profit Sharing Plans4.48%
- Individuals3.86%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Quantum Capital Management, LLC is an SEC-registered limited liability company that has been operating since 2000. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory work centers on discretionary portfolio management across individual and small business accounts, investment companies, and institutional or corporate portfolios. Compensation is charged as a percentage of assets under management. Filings indicate the firm does not position itself as an ESG investor, is not a multi-state adviser per its registration details, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities62%
- US Government Bonds15%
- Private Funds9%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Gueorgui Ivanov
Chief Operating OfficerCRD 6625171
Contacts
1 of 1
John Hughes
PresidentCRD 4378638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$54.3M in ETFs
90%
$48.8M
0%
$5.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $10.6M | 28,768 | 19.53% |
Location
Northfield, NJ
Atlantic
Location
Northfield, NJ
Headquartered in Northfield, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Atlantic
- Address
- 105 E Mill Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Toews Asset Management
RIANorthfield, NJ
CRA Financial Services, L.L.C.
RIANorthfield, NJ
Northstar Advisory Group, LLC
RIANorthfield, NJ
Portfolio Strategies Inc Ny
RIAMontvale, NJ
Breakwater Capital Group
RIAParamus, NJ
Oliver Luxxe Assets LLC
RIAGladstone, NJ