QUANTUM CAPITAL ADVISORS, LLC

Overview

Quantum Capital Advisors, LLC is a fee-based advisory firm focused on portfolio management for institutions, businesses and pooled vehicles, while also providing services to individuals and small businesses. The firm has operated since its SEC registration in 2012 and is organized as an LLC owned by an individual. Its investment posture favors public equities delivered through separately managed accounts (SMAs) and exchange-traded vehicles, with portfolio mandates run on a discretionary basis. The firm’s client mix is institutional in nature and its stated advisory activities include active portfolio management across pooled investment vehicles and institutional balance sheets. Quantum Capital Advisors is not positioned as an ESG-focused manager and does not present itself as a multi-state or pension consultant adviser. Compensation is primarily a percentage-of-AUM fee model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices