Investment adviser · CRD 165310
QUANTUM LEAP CAPITAL, LLC
Investment adviser filing (IA)
SOUTH BURLINGTON, VT, United States · Form ADV filed Apr 29, 2026
- Regulatory AUM
- $121M Form ADV · Item 5.F
- Client accounts
- 575 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| Individuals | 295 | $62,312,317 | 51.7% |
| High-net-worth individuals | 38 | $58,229,488 | 48.3% |
Filing source
Form ADV 2099862 · Apr 29, 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.
QUANTUM LEAP 1.1.1 FUND L . P.Hedge Fund · Last reported Apr 29, 2026$1.37MGross 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
PKF O'CONNOR DAVIES
PCAOB 127
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-1405063387
- Reported beneficial owners
- 38
- Minimum commitment
- $50K
- Form D file number
- 021-550354
Form ADV 2099862 · Apr 29, 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: Apr 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3 BALDWIN AVESOUTH BURLINGTON, VT, 05403, United States
CRD 165310
Filing source
Form ADV 2099862 · Apr 29, 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.