Quantum Financial Partners LLC

Overview

Quantum Financial Partners LLC is structured as a limited liability company and is classified in the data as a hedge fund-style adviser. Its client mix includes both individuals and families as well as institutional investors. The firm provides discretionary portfolio management across multiple client types — individual/small business accounts, pooled investment vehicles, and business or institutional portfolios — and also performs manager selection for underlying strategies. Its fee model combines an asset-based charge with performance-linked fees, and the firm operates as sponsor, general partner, or managing member of pooled investment vehicles it manages. Quantum Financial Partners is not identified as an active ESG investor. Corporate debt is called out among the non-public instruments it uses, and the firm sponsors at least one private pooled vehicle (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices