Quantum Capital Advisors manages investment portfolios and provides discretionary investment advisory services primarily to institutions, endowments, family offices, and an affiliated private fund. The firm's core offering is the small and mid-capitalization equity strategy, which focuses on investing in small and mid-sized companies to generate excess returns over complete market cycles. Quantum Capital Advisors does not provide financial planning or non-investment consulting services such as estate planning, tax planning, or insurance. Instead, the firm operates on a fee-only basis and makes its services available through direct management or via an affiliated registered investment advisor. The firm also serves as the general partner for an affiliated private fund offered to qualified investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 1.00% |
| $100.0M - $250.0M | 0.85% |
| $250M+ | 0.75% |
Quantum Capital Advisors may charge a lesser fee or waive the minimum asset level in its sole discretion based on criteria such as anticipated future additional assets.