QUANTUM CAPITAL ADVISORS, LLC
Total AUM
$797.9M
Employees
4Clients
3Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
609 677-4949
Financials
Total AUM
$797.9M
Accounts
5Discretionary
$797.9M
Accounts
5Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
1AUM
$5.7M
Pooled Vehicle Clients
1AUM
$76.6M
Investment Advisor Clients
1AUM
$715.5M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NJUT
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.