Investment adviser · CRD 138112
QUANTUM FINANCIAL PARTNERS LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Sep 4, 2026
- Regulatory AUM
- $149M Form ADV · Item 5.F
- Client accounts
- 534 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 7 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 |
|---|---|---|---|
| Other clients | 78 | $53,729,060 | 36.2% |
| High-net-worth individuals | 42 | $53,650,000 | 36.1% |
| Individuals | 274 | $24,450,000 | 16.5% |
| Pooled investment vehicles | 1 | $9,600,000 | 6.5% |
| Charities | Fewer than 5 | $7,130,000 | 4.8% |
Filing source
Form ADV 2127201 · Sep 4, 2026 · 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
OCTOPUS LPHedge Fund · Last reported Sep 4, 2026$9.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514 · LEI 8130000
WEDBUSH SECURITIES INC.
SEC 8-12987
Fund details & source
- Fund ID
- 805-7476381682
- Reported beneficial owners
- 13
- Minimum commitment
- $200K
- Form D file number
- 021-230729
Form ADV 2127201 · Sep 4, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 4, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
8700 INDIAN CREEK PARKWAY, SUITE 150OVERLAND PARK, KS, 66210, United States
CRD 138112
Filing source
Form ADV 2127201 · Sep 4, 2026 · 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.