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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Other clients78$53,729,06036.2%
High-net-worth individuals42$53,650,00036.1%
Individuals274$24,450,00016.5%
Pooled investment vehicles1$9,600,0006.5%
CharitiesFewer than 5$7,130,0004.8%
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 fund

The 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

Octopus LP

Fund administrator KRYPTON FUND SERVICES, LTD. ALPHARETTE, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MICHAEL COGLIANESE CPA, P.C. BLOOMINGDALE, Illinois, United States
Custodian ADM INVESTMENT SERVICES CHICAGO, Illinois, United States Related to adviser: No
Custodian CHARLES SCHWAB & CO., INC. SAN DIEGO, California, United States Related to adviser: No
Custodian COMMERCE BANK KANSAS CITY, Missouri, United States Related to adviser: No
Custodian WEDBUSH SECURITIES INC. CHICAGO, Illinois, United States Related to adviser: No
Custodian WELL FARGO BANK NEW YORK, New York, United States Related to adviser: No
Custodian WELLS FARGO BANK SAN FRANCISCO, California, United States Related to adviser: No
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 150
OVERLAND 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.