Quantum Capital Advisors, Llc
- Regulatory AUM
- $798M
- Discretionary
- $798M
- Clients
- 1
- Avg AUM / client
- $798M
- Accounts
- 5
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $5.7M | 0.72% |
| Pooled investment vehicles (non-investment companies) | 1 | $76.6M | 9.61% |
| Other investment advisers | Fewer than 5 clients | $716M | 89.7% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $68.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Quantum Strategic Value Fund, Lp | Other Private Fund | Delaware | $68.9M | 41 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Giridhar Mandala Reddy | Member | CFA | Jan 2011 (16y) | 25% – 50% |
| John J. Hughes | Managing Member And Chief Compliance Officer | Jan 2011 (16y) | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $68.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Quantum Strategic Value Fund, Lp | Other Private Fund | $68.9M | $2.0M | 41 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Umb Financial Services, Inc. $406M (51% of AUM) Mar 2026
- Charles Schwab & Co. $277M (35% of AUM) Mar 2026
- J.P. Morgan $26.7M (14% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗