|
⚲
|
| Keyboard |
| Quantum Advisers LLC
✚
|
|
|---|---|
| CRD # | 160267 |
| SEC # | 801-74053 |
| CIK # | |
| AUM | 490.6 M (2026-06-30) |
| Employees | 144 (45% Investors, 0% Brokers) |
| Phone | 713-452-2000 |
| Address | 800 Capitol Street Houston, TX 77002 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | QEM V Holdings LP | 2014-03-31 | 0.2 M | |
| PE | Quantum Parallel Partners V-C LP | 2014-03-31 | 173.9 M | |
| PE | QEM V Affiliates LP | 2012-02-14 | 5.7 M | |
| PE | QEM V J-T LP | 2012-02-14 | 7.4 M | |
| PE | QPP V Offshore Investors LP | [2012-02-14] | 7.5 M | |
| PE | QPP V SWF Investors LP | 2012-02-14 | 9.4 M | |
| PE | Quantum Energy Partners V LP | [2012-02-14] | 2.2 B | 250.9 M |
| PE | Quantum Parallel Partners V-B LP | 2012-02-14 | 6.3 M | |
| RE | Quantum Parallel Partners V LP | [2012-02-14] | 29.3 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Alan Smith | 25 | 4 | ||
| James Baird | 59 | 3 | ||
| Michael Dalton | 34 | 3 | ||
| Toby Neugebauer | 6 | 2 | ||
| John Campbell Jr | 3 | 2 | ||
| S Vanloh Jr | 3 | 2 | ||
| Scott Soler | 1 | 1 | ||
| A Jones Jr | 1 | 1 | ||
| David Bole | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.5B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
| Related Firms | State | AUM |
|---|---|---|
|
QEP Advisers LLC
✚
|
TX | 28.8 B |
|
Quantum Advisers LLC
✚
|
TX | 500.0 M |
|
QEM Advisers LLC
✚
|
TX |
| Comparable Firms | State | AUM |
|---|---|---|
|
Impact Investment Adviser LLC
✚
|
CA | 558.5 M |
|
Altera Private Access LLC
✚
|
GA | 519.1 M |
|
CRG Fund Manager LLC
✚
|
IL | 516.9 M |
|
Canam Capital Management LLC
✚
|
NY | 513.3 M |
|
Blacksand Capital LLC
✚
|
HI | 506.3 M |
|
10 East Partners LLC
✚
|
NY | 490.3 M |
|
Hillcrest Credit and Income Fund II Manager LLC
✚
|
NY | 490.0 M |
|
TOF Manager LLC
✚
|
OH | 474.6 M |
|
Sharpvue Capital LLC
✚
|
NC | 465.2 M |
|
Belay Investment Group LLC
✚
|
CA | 427.5 M |