QUANTUM CAPITAL ADVISORS, LLC
Adviser information for QUANTUM CAPITAL ADVISORS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $193.9M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $193.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $98.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $68.9M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $26.7M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
1035 PRIMROSE PLACEPARK CITY
UT
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 609 677-4949, Fax: 609 677-8825
Chief Compliance Officer
JOHN J. HUGHES
MANAGING MEMBER
2100 PARK AVENUE #683959
PARK CITY
UT
United States
Tel:
609-677-4949
Fax:
609-677-8825
J******@*************M
(Full email address available in API data)
Industry Affiliates
| QUANTUM CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE QUANTUM STRATEGIC VALUE FUND, LP | LONG ONLY EQUITY | $68.9M | $2.0M | 41 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUGHES, JOHN, J. | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 01/2011 | 50-75% |
| REDDY, GIRIDHAR, MANDALA | Individual | – | MEMBER | 01/2011 | 25-50% |