|
⚲
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| Quantum Advisers LLC
✚
| |
|---|---|
| CRD # | 160267 |
| SEC # | 801-74053 |
| CIK # | |
| AUM | $539.7 MM (2024-03-28) |
| Employees | 118 (58% Investors, 0% Brokers) |
| Phone | 713-452-2000 |
| Address | 800 Capitol Street Houston, TX 77002 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | QEM V Holdings LP | 2014-03-31 | 0.2 | |
| PE | Quantum Parallel Partners V-C LP | 2014-03-31 | 177.9 | |
| PE | QEM V Affiliates LP | 2012-02-14 | 12.4 | |
| PE | QEM V J-T LP | 2012-02-14 | 7.3 | |
| PE | QPP V Offshore Investors LP | [2012-02-14] | 6.1 | |
| PE | QPP V SWF Investors LP | 2012-02-14 | 6.3 | |
| PE | Quantum Energy Partners V LP | [2012-02-14] | 2,218.5 | 298.2 |
| PE | Quantum Parallel Partners V-B LP | 2012-02-14 | 7.0 | |
| PE | Quantum Parallel Partners V LP | [2012-02-14] | 24.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 0.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 0.5 |
| By Discretionary | ||
| Discretionary | 9 | 0.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 9 | 0.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Alan Smith | 25 | ||
| James Baird | 40 | ||
| Michael Dalton | 34 | ||
| Toby Neugebauer | 6 | ||
| John Campbell Jr | 3 | ||
| S Vanloh Jr | 3 | ||
| A Jones Jr | 1 | ||
| Scott Soler | 1 | ||
| David Bole | 1 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
QEP Advisers LLC
✚
|
TX | 19.7 |
|
Quantum Advisers LLC
✚
|
TX | 0.5 |
|
QEM Advisers LLC
✚
|
TX | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Charger Investment Partners LP
✚
|
CA | 0.5 |
|
Benford Capital Partners Management LP
✚
|
IL | 0.5 |
|
ParkerGale LLC
✚
|
IL | 0.5 |
|
Palladin Consumer Retail Partners LLC
✚
|
MA | 0.5 |
|
JH Whitney Capital Partners LLC
✚
|
CT | 0.5 |
|
ROG IX LLC
✚
|
TX | 0.5 |
|
Sage Advisors LLC
✚
|
NY | 0.5 |
|
New Silk Route Advisors LP
✚
|
NY | 0.5 |
|
Stride Consumer Partners LLC
✚
|
MA | 0.5 |
|
Peakview Management LLC
✚
|
CA | 0.5 |