Overview
Assets Under Management: $879 million
Headquarters: NORTHFIELD, NJ
High-Net-Worth Clients: 61
Average Client Assets: $4 million
Frequently Asked Questions
QUANTUM CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111083), QUANTUM CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
QUANTUM CAPITAL MANAGEMENT, LLC is headquartered in NORTHFIELD, NJ.
QUANTUM CAPITAL MANAGEMENT, LLC serves 61 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, QUANTUM CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
QUANTUM CAPITAL MANAGEMENT, LLC manages $879 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, QUANTUM CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.81
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 210
Discretionary Accounts: 210
Regulatory Filings
CRD Number: 111083
Last Filing Date: 2024-03-27 00:00:00
Website: https://quantumadv.com