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 individual-owned limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (initial registration in 2000) and advises both individual/family clients and institutional investors. Its advisory work centers on discretionary portfolio management across individuals and small businesses, investment companies, and other businesses or institutions. Fees are charged as a percentage of assets under management. Quantum reports it is not an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
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