Quantum Capital Advisors provides investment management services, primarily to institutions, endowments, and family offices, focusing on their QSV SMid-Cap Equity strategy. They may recommend an affiliated registered investment advisor, Quantum Capital Management, for individuals and institutions desiring investment advisory services. Quantum Capital Advisors also serves as the General Partner of The Quantum Strategic Value Fund, LP, a private fund. They do not provide financial planning or non-investment consulting services.
Assets Under Management$940M
Clients1
Advisors2
Avg. per Client$940M
Avg. per Advisor$470M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 1.00% |
| $100.0M - $250.0M | 0.85% |
| $250M+ | 0.75% |
Minimum asset level of $25,000,000 generally required for the QSCE Strategy, but may be waived at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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