Investment adviser · CRD 326280
QUANTUM PORTFOLIO MANAGEMENT, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Apr 27, 2026
- Regulatory AUM
- $340M Form ADV · Item 5.F
- Client accounts
- 234 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| Charities | 10 | $254,221,836 | 74.9% |
| High-net-worth individuals | 24 | $81,502,546 | 24.0% |
| Individuals | 12 | $3,804,486 | 1.1% |
| Other clients | Fewer than 5 | $44,178 | 0.0% |
Filing source
Form ADV 2098786 · Apr 27, 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
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: Apr 27, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
10 E. 53RD STREET, SUITE 1400NEW YORK, NY, 10022, United States
CRD 326280
Filing source
Form ADV 2098786 · Apr 27, 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.