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| Happy Holidays!! thanks for using AUM13F!! |
| QM Advisors LLC
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|---|---|
| CRD # | 297438 |
| SEC # | 801-132594 |
| CIK # | 0001877126 |
| AUM | $118.1 M (2025-04-16) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 404-965-3578 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | QM Alpha Fund LP | [2025-03-28] | 4.0 | 5.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 26.3 |
| (b) Individuals (high net worth individuals) | 59 | 71.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 5.2 |
| (g) Pension and profit sharing plans | 4 | 15.4 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 159 | 118.1 |
| By Discretionary | ||
| Discretionary | 155 | 102.7 |
| Non-Discretionary | 4 | 15.4 |
| Total | 159 | 118.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.1 | |
| Total | 159 | 118.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Simmons | 10 | ||
| Darren Heil | 4 | ||
| QM Advisors LLC | 1 | ||
| QM Alpha Fund GP LLC | 1 |
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|---|---|---|
|
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✚
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RI | 0.1 |
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Opal Advisors LLC
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Markin Asset Management LP
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0.1 | |
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Greenwood Investors LLC
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Sizemore Capital Management LLC
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0.1 | |
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Financial Trust Asset Management Chartered
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ACT Capital Management LLC
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PA | 0.1 |
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Twin Gryphon Advisors LLC
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AMH Equity Ltd
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0.1 |