Quantum Capital Group

Fee-Only (% of Portfolio)

QEP Advisers manages investment funds focused on the energy industry, including oil and gas, midstream, and renewable energy. Quantum Capital Group's investment strategies include private equity, equity-related investments, and credit investments in energy-related assets and companies. Quantum's services are generally not tailored to the individualized needs of any particular investor of any Advisory Client. Quantum will accept separately managed accounts or funds of one investor if certain requirements are met.

Assets Under Management$22B
Clients59
AdvisorsN/A
Avg. per Client$370M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Quantum Capital Group | TrueAdvisor