Quantum Advisors Private Limited

RIASEC RegisteredEst. 2009

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$175M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Mumbai,
CRD number: 141476
Registered since: July 30, 2009
Website: www.qasl.com
Custodians: CITI PRIVATE BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Sovereign Wealth Funds93.68%
Insurance Companies3.94%
Pooled Investment Vehicles1.91%
Individuals0.31%
Other0.1%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quantum Advisors Private Limited is an institutional-focused registered investment adviser that has been SEC-registered since 2009. The firm identifies as an institutional RIA owned by a combination of a foreign entity and an individual. Its client base is primarily institutional and its advisory activities include portfolio management for individuals/small businesses, investment companies, pooled investment vehicles and other businesses or institutions. The firm charges a blend of percentage-of-AUM and performance-based fees and reports that it actively incorporates ESG considerations into its investment approach. Industry affiliations indicate roles beyond advisory work, including acting as a trust company and as sponsor, general partner or managing member for pooled vehicles.