Investment adviser · CRD 143150
QUANTUM CAPITAL MANAGEMENT
Investment adviser filing (IA)
QCM, LLC
SAN FRANCISCO, CA, United States · Form ADV filed May 12, 2020
- Regulatory AUM
- $153M Form ADV · Item 5.F
- Client accounts
- 197 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 47 | $116,751,992 | 76.3% |
| Individuals | 48 | $23,338,540 | 15.2% |
| Other clients | Fewer than 5 | $6,846,067 | 4.5% |
| Corporations & businesses | Fewer than 5 | $5,931,830 | 3.9% |
| Charities | Fewer than 5 | $234,146 | 0.2% |
Filing source
Form ADV 1422402 · May 12, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 12, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
311 CALIFORNIA STREET, SUITE 510SAN FRANCISCO, CA, 94104, United States
CRD 143150
Filing source
Form ADV 1422402 · May 12, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.