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Building 2QUANTUM CAPITAL MANAGEMENT

Map pinSAN FRANCISCO, CA
Phone(415) 738-0288
NotebookSEC #801-67571
Total AUM
$153.1M
Employees
6
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
311 CALIFORNIA STREET
SUITE 510
SAN FRANCISCO
CA 94104
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
(415) 738-0288

ReceiptFinancials

Total AUM
$153.1M
Accounts
197
Discretionary
$137.8M
Accounts
174
Non-Discretionary
$15.3M
Accounts
23

ContactClients

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Individual Clients
48
AUM
$23.3M
HNW Individual Clients
47
AUM
$116.8M
Charitable Organization Clients
1
AUM
$234.1K
Corporation or Business Clients
1
AUM
$5.9M
Other Clients
1
AUM
$6.8M
Description of Other Clients
UMA

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHIILLAMNMONYOHOR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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