Hedge Fund Database

QUANTUM CAPITAL GROUP

QEP ADVISERS, LLC Legal Name

Adviser information for QUANTUM CAPITAL GROUP last updated from Form ADV on March 28th, 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 118
Investment Advisory/Research 68
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
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 47 $19.7B
Non-Discretionary 0 $0
Total 47 $19.7B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 47 $19.7B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
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 2

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-88204
SEC ERA File Number 801-88204
SEC CIK Numbers None
SEC CRD Numbers 174733
Legal Entity Identifier None

Principal Office

800 CAPITOL STREET
SUITE 3600
HOUSTON
TX
United States
Monday - Friday, 8 TO 5
Tel: 713-452-2000, Fax: 713-452-2100

Websites

www.quantumcap.com/ www.linkedin.com/company/quantum-energy-partners/

Chief Compliance Officer

SHARMIN BEACCO
390 PARK AVENUE
12TH FLOOR
NEW YORK
NY
United States
Tel: 212-393-4209
(Full email address available in API data)

Regulatory Contact

MICHAEL A. DENHAM
PARTNER, CHIEF FINANCIAL OFFICER
800 CAPITOL STREET
SUITE 3600
HOUSTON
TX
United States
Tel: 713-452-2150
(Full email address available in API data)

Industry Affiliates

QCO WATAUGA GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
QCOM SU&EI I, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
QEM V, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
QEM VI, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
QEM VII, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
QEM VIII, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
QIF II, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
QL CAPITAL PARTNERS GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
QLCP ADVISERS, LLC Commodity pool operator or commodity trading advisor
QUANTUM CAPITAL GROUP Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
QUANTUM CAPITAL SOLUTIONS I GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
QUANTUM CAPITAL SOLUTIONS II GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
Q-FPH (VII) SPECIAL INVESTMENT PARTNERS, LLC Private Equity Fund $0.0M $10.0M 2
Q-FPP (VII) SPECIAL INVESTMENT PARTNERS, LLC Private Equity Fund $9.8M $10.0M 2
QCO I (1), LP Private Equity Fund $300.6M $10.0M 3
QCO WATAUGA, LP Private Equity Fund $250.5M $10.0M 2
QCS II (1), LP Private Equity Fund $574.8M $10.0M 9
QCS PARALLEL PARTNERS II-D, LP Private Equity Fund $1.8M $10.0M 2
QEM VI (J-T), LP Private Equity Fund $67.7M $10.0M 6
QEM VI AFFILIATES, LP Private Equity Fund $159.3M $10.0M 44
QEM VII (J-T), LP Private Equity Fund $66.1M $10.0M 6
QEM VII AFFILIATES, LP Private Equity Fund $112.3M $10.0M 42
QIF II AFFILIATES, LP Private Equity Fund $37.2M $10.0M 12
QL CAPITAL PARTNERS, LP Private Equity Fund $1,173.3M $10.0M 32
QLCP (1), LP Private Equity Fund $434.5M $10.0M 11
QLCP (3A), LP Private Equity Fund $315.3M $10.0M 2
QLCP AFFILIATES, LP Private Equity Fund $36.5M $10.0M 7
QLCP CO-INVESTMENT FUND, LP Private Equity Fund $246.7M $10.0M 11
QLCP PARALLEL PARTNERS-B, LP Private Equity Fund $33.6M $10.0M 2
QLCP PARALLEL PARTNERS-D, LP Private Equity Fund $335.1M $10.0M 13
QLCP-D CO-INVESTMENT FUND, LP Private Equity Fund $15.5M $10.0M 5
QUANTUM CAPITAL SOLUTIONS II-D CO-INVESTMENT FUND, LP Private Equity Fund $0.3M $10.0M 2
QUANTUM CAPITAL SOLUTIONS II, CO-INVESTMENT FUND, LP Private Equity Fund $107.7M $10.0M 11
QUANTUM CAPITAL SOLUTIONS II, LP Private Equity Fund $738.1M $10.0M 20
QUANTUM ENERGY PARTNERS VI, LP Private Equity Fund $2,312.4M $10.0M 146
QUANTUM ENERGY PARTNERS VII CO-INVESTMENT FUND, LP Private Equity Fund $416.3M $10.0M 92
QUANTUM ENERGY PARTNERS VII-B CO-INVESTMENT FUND, LP Private Equity Fund $58.7M $10.0M 9
QUANTUM ENERGY PARTNERS VII-D CO-INVESTMENT FUND, LP Private Equity Fund $319.9M $10.0M 9
QUANTUM ENERGY PARTNERS VII, LP Private Equity Fund $3,946.1M $10.0M 186
QUANTUM ENERGY PARTNERS VIII CO-INVESTMENT FUND, LP Private Equity Fund $408.2M $10.0M 78
QUANTUM ENERGY PARTNERS VIII-B CO-INVESTMENT FUND, LP Private Equity Fund $0.0M $10.0M 0
QUANTUM ENERGY PARTNERS VIII-D CO-INVESTMENT FUND, LP Private Equity Fund $81.5M $10.0M 21
QUANTUM ENERGY PARTNERS VIII, LP Private Equity Fund $2,244.1M $10.0M 127
QUANTUM INNOVATION FUND II, LP Private Equity Fund $82.4M $5.0M 11
QUANTUM PARALLEL PARTNERS VI-A, LP Private Equity Fund $114.3M $10.0M 15
QUANTUM PARALLEL PARTNERS VI-B, LP Private Equity Fund $269.8M $10.0M 8
QUANTUM PARALLEL PARTNERS VI-C, LP Private Equity Fund $581.9M $10.0M 49
QUANTUM PARALLEL PARTNERS VI-C(A), LP Private Equity Fund $70.1M $10.0M 7
QUANTUM PARALLEL PARTNERS VI-C(B), LP Private Equity Fund $58.0M $10.0M 4
QUANTUM PARALLEL PARTNERS VI-C(D), LP Private Equity Fund $199.0M $10.0M 13
QUANTUM PARALLEL PARTNERS VI-D, LP Private Equity Fund $562.6M $10.0M 21
QUANTUM PARALLEL PARTNERS VII-B, LP Private Equity Fund $506.5M $10.0M 13
QUANTUM PARALLEL PARTNERS VII-D, LP Private Equity Fund $1,292.6M $10.0M 31
QUANTUM PARALLEL PARTNERS VIII-B, LP Private Equity Fund $0.0M $10.0M 0
QUANTUM PARALLEL PARTNERS VIII-D, LP Private Equity Fund $528.9M $10.0M 31
QUANTUM SU&EI CREDIT OPPORTUNITIES FEEDER, LP Private Equity Fund $30.0M $10.0M 2
QUANTUM SUSTAINABILITY - LINKED UPSTREAM AND ENERGY INFRASTRUCTURE CREDIT OPPORTUNITIES, LP Private Equity Fund $72.0M $10.0M 6
ROCKCLIFF CO-INVESTMENT PARTNERS, LP Private Equity Fund $538.4M $10.0M 25
ROCKCLIFF-MESA CO-INVESTMENT PARTNERS, LP Private Equity Fund $10.4M $10.0M 24

Control Persons

Name Type Entity Title Since Ownership
VANLOH, SIDNEY, WILBERT Individual – CHIEF EXECUTIVE OFFICER 04/2014 < 5%
QEP PARTNERS, LP Domestic Entity – SOLE MEMBER 12/2014 > 75%
QEP HOLDINGS, LLC Domestic Entity QEP PARTNERS, LP PARTNER 12/2014
TRINITY EQUITY PARTNERS I, LP Domestic Entity QUEST WD40, LLC MEMBER 12/2014 25-50%
VANLOH, SIDNEY, WILBERT Individual TRINITY EQUITY PARTNERS I, LP PARTNER 05/1998 25-50%
VANLOH, JENNIFER, FRY Individual TRINITY EQUITY PARTNERS I, LP PARTNER 05/1998 25-50%
BUTTERMILK INVESTMENTS, LP Domestic Entity QUEST WD40, LLC MEMBER 12/2015 25-50%
VERMA, DHEERAJ, NMN Individual BUTTERMILK INVESTMENTS, LP PARTNER 12/2010 25-50%
VERMA, MICHELE, MORITIS Individual BUTTERMILK INVESTMENTS, LP PARTNER 12/2010 25-50%
BAIRD, JAMES, VERNON Individual – PARTNER, GENERAL COUNSEL EMERITUS 04/2014 < 5%
QUEST ADVISOR HOLDINGS, LLC Domestic Entity QEP PARTNERS, LP PARTNER 01/2020 > 75%
QUEST WD40, LLC Domestic Entity QUEST ADVISOR HOLDINGS, LLC MEMBER 01/2020 > 75%
BEACCO, SHARMIN, VAIDWATTEE Individual – CHIEF COMPLIANCE OFFICER 02/2023 < 5%
BAILLIE, ALEXANDER, CHARLES Individual – CO-PRESIDENT 09/2022 < 5%
KHURANA, AJAY, NMN Individual – CO-PRESIDENT 04/2022 < 5%
BERGER, ROMAN Individual – PARTNER, GENERAL COUNSEL 09/2023 < 5%

No. Employees, Historic

2001000201920202021202220232024202561 on 11/27/201959 on 3/30/202065 on 3/31/202178 on 3/31/202278 on 10/20/202278 on 3/8/202397 on 3/31/202397 on 5/17/202397 on 5/24/2023118 on 3/28/2024

RAUM, Historic

20B10B0201920202021202220232024202511503698259 on 11/27/201912616386780 on 3/30/202011662546680 on 3/31/202115761877809 on 3/31/202215761877809 on 10/20/202215761877809 on 3/8/202319658908878 on 3/31/202319658908878 on 5/17/202319658908878 on 5/24/202319721005094 on 3/28/2024

No. Clients, Historic

50250201920202021202220232024202523 on 11/27/201932 on 3/30/202033 on 3/31/202132 on 3/31/202232 on 10/20/202232 on 3/8/202340 on 3/31/202340 on 5/17/202340 on 5/24/202347 on 3/28/2024