QUILVEST CAPITAL PARTNERS MANAGEMENT, LLC

RIASEC RegisteredEst. 2015
Total AUM
$4.3B
Discretionary
$269M
6% of AUM
Avg account
$55M
Accounts
79
Employees
26
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
175159
Registered since
October 14, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Quilvest Capital Partners Management, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2015. The firm operates as a private equity fund manager and provides portfolio management services for pooled investment vehicles. Its client base is institutional, and its fees include asset-based charges, performance-linked fees, and additional fee arrangements. Quilvest is not identified as an active ESG investor. The firm's affiliations extend beyond pure advisory work: it is associated with broker-dealer activity, other investment adviser roles, banking or thrift institutions, trust company functions, and acts as sponsor, general partner or managing member of pooled vehicles. Quilvest is described in the source data as a private equity fund rather than a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

1 of 1
  • MANUEL FISCHER

    Chief Compliance OfficerCRD 6478655

Contacts

3 of 3
  • MANINDER SALUJA

    PartnerCRD 2791500

  • BENJAMIN SASS

    PartnerCRD 5637334

  • BENTON CUMMINGS

    PartnerCRD 2540230

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1185 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth