Data / Investment advisers / New York / Quantum Portfolio Management, LLC
Quantum Portfolio Management, LLC, New York, NY: $340 million AUM, SEC registered investment adviser
Quantum Portfolio Management, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $340 million in regulatory assets under management in its Form ADV filed April 27, 2026. Its clients include charitable organizations, high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 326280
- SEC file number
- 801-127936
- SEC status
- Approved, effective May 9, 2023
- Main office
- 10 E. 53rd Street Suite 1400, New York, NY 10022
- Phone
- (212) 466-6760
- Website
- qmpm.com
- Regulatory AUM
- $339,573,046 in the Form ADV filed April 27, 2026
- Discretionary AUM
- $304,861,160
- Non discretionary AUM
- $34,711,886
- Accounts
- 234
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $254.2 million |
| High net worth individuals | 24 | $81.5 million |
| Individuals (other than high net worth individuals) | 12 | $3.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $339.6 million | March 23, 2026 |
| December 1, 2025 | $295.1 million | June 13, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Formula Growth Management Corp | New York | $343.5 million | Not listed | adviserinfo.sec.gov |
| Diameter DCF Advisor LLC | New York | $342.6 million | Not listed | adviserinfo.sec.gov |
| Chicago Atlantic BDC Advisers, LLC | New York | $342 million | Not listed | adviserinfo.sec.gov |
| Eaglebrook Advisors | New York | $342 million | Not listed | adviserinfo.sec.gov |
| The Mathes Company, Inc. | New York | $339.8 million | Not listed | adviserinfo.sec.gov |
| Superstring Capital Management LP | New York | $339.5 million | 2 | adviserinfo.sec.gov |
| Garnet Equity Capital Holdings, Inc. | New York | $339.5 million | 1 | adviserinfo.sec.gov |
| Millennial Advisers, LLC. | New York | $339.4 million | 20 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving charitable organizations
- Advisers serving high net worth individuals
- Quantum Portfolio Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.