|
⚲
|
| Quantum Financial Services Inc
✚
|
|
|---|---|
| CRD # | 121631 |
| SEC # | 801-67729 |
| CIK # | |
| AUM | $730.9 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 317-845-1786 |
| Address | 7400 Shadeland Ave Indianapolis, IN 46250 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 78 | 730.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 516 | 730.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 516 | 730.9 |
| Total | 516 | 730.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 730.9 | |
| Total | 516 | 730.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SKBA Capital Management LLC
✚
|
CA | 0.7 |
|
Navalign LLC
✚
|
CA | 0.7 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.7 |
|
Newman Dignan & Sheerar Inc
✚
|
RI | 0.7 |
|
Sevenbridge Financial Group LLC
✚
|
PA | 0.7 |
|
Traveka Wealth LLC
✚
|
CA | 0.7 |
|
Schwarz Dygos Wheeler Investment Advisors LLC
✚
|
MN | 0.7 |
|
Tiller Private Wealth Inc
✚
|
PA | 0.7 |
|
Ipswich Investment Management Company Inc
✚
|
MA | 0.7 |
|
Oak Harbor Wealth Partners LLC
✚
|
NC | 0.7 |
| New Features | |
|---|---|
| Service Providers Listing | Leaderboards of the custodians, auditors, brokers, marketers, and fund sponsors behind private funds — ranked by assets and number of funds, each with its own page and a growth-over-time chart. |
| Latest Form D Offerings by VC, PE & Hedge Funds | The newest private-fund Form D filings — venture capital, private equity, and hedge funds — with how much each is raising, its strategy, and the managers behind it. Filter by period and fund type. |
| Latest Form D Offerings by Companies | Operating-company Regulation D raises (Databricks, Roboflow, and thousands more), ranked by amount raised and filterable by period and industry — the startup side of Form D, kept separate from pooled funds. |
| In the News | Recent headlines gathered for the firms and funds people follow most, shown right on each firm and fund page — here it is live on a major manager's profile. |