QUID CAPITAL GROUP HOLDINGS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$7.8B
Discretionary
$7.8B
100% of AUM
Avg account
$194M
Accounts
40
Employees
9
Advisory reps
6

Firm details

Headquarters
SANTA MONICA, California
CRD number
297179
Registered since
July 30, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Quid Capital Group Holdings, LLC is an SEC-registered limited liability company that manages private pooled vehicles with a focus on venture capital and private equity strategies. Registered in 2020, the firm positions itself as a fund manager and sponsor rather than a passive capital allocator. Its client base is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles. Fee arrangements reported include percentage-of-AUM charges, fixed fees, and performance-based fees. The firm is not identified as an active ESG investor and does not report multi-state adviser status. It also operates in roles typical for fund sponsors—general partner, managing member, and investment adviser to pooled vehicles.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Brian Sullivan

    Chief Executive OfficerCRD 6937554

  • Soo Park

    Chief Compliance OfficerCRD 7503741

Contacts

3 of 4
  • SAMIT VARMA

    Founder and Managing DirectorCRD 6049405

  • Berman Josh

    ManagerCRD 6937551

  • LANDON GYULAY

    ManagerCRD 7241073

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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

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
100 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth