QUANTUM CAPITAL GROUP

RIASEC RegisteredEst. 2012
Total AUM
$491M
Discretionary
$491M
100% of AUM
Avg account
$54.5M
Accounts
9
Employees
144
Advisory reps
8

Firm details

Headquarters
HOUSTON, Texas
CRD number
160267
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Quantum Capital Group is an SEC‑registered limited liability company that operates as a manager and sponsor of pooled investment vehicles, with a primary focus on private equity and a secondary focus in real estate. The firm acts in multiple roles: adviser and portfolio manager for its pooled funds, and as sponsor, general partner and commodity pool operator/commodity trading advisor where relevant. Its client base is institutional, and the firm charges a mix of percentage‑of‑AUM and performance‑based fees. Quantum Capital Group also identifies as an active ESG investor, integrating environmental, social and governance factors into its manager selection and deal diligence. The firm's structure and activities indicate it runs closed‑end or private pooled vehicles rather than acting as a traditional retail RIA or capital allocator. That orientation shapes its investment approach: concentrated fund-level commitments and direct sponsor/manager involvement rather than broad retail account advisory.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • MICHAEL DENHAM

    Partner & Chief Financial OfficerCRD 6028459

  • SIDNEY VANLOH

    Founder & CEOCRD 2319246

  • ALEXANDER BAILLIE

    Partner and Chief Operating OfficerCRD 2649458

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Contacts

3 of 4
  • ROMAN BERGER

    Partner, General CounselCRD 5982140

  • JAMES BAIRD

    Partner and General CounselCRD 6028482

  • DONALD SCOTT

    Sr. Managing DirectorCRD 2257157

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
800 Capitol St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth