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| Quantum Financial Partners LLC
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| CRD # | 138112 |
| SEC # | 801-135417 |
| CIK # | 0002103577 |
| AUM | 148.6 M (2026-06-17) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 913-538-5753 |
| Address | 8700 Indian Creek Parkway Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002103577 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.0 | ||
| Nvidia Corp | 3.2 | ||
| Alphabet Inc | 2.3 | ||
| McDonalds Corp | 2.1 | ||
| Sprott Physical Gold Trust | 2.0 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Octopus LP | [2026-01-26] | 26.5 M | 9.6 M |
| Filed 2024-05-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 24.4 |
| (b) Individuals (high net worth individuals) | 42 | 53.6 |
| (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 | 9.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.1 |
| (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 | 78 | 53.7 |
| Total | 534 | 148.6 |
| By Discretionary | ||
| Discretionary | 534 | 148.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 534 | 148.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.6 | |
| Total | 534 | 148.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeffrey White | Executive Officer | 20 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002103577] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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