The QUANTUM FINANCIAL PARTNERS is a privately held investment adviser that advises $94.83mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. QUANTUM FINANCIAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 22.05% over the last 5-years.
The Group has been registered with the SEC for 0.42 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 8700 INDIAN CREEK PARKWAY SUITE 150, OVERLAND PARK, KANSAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 7 investment and 2 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $94.83mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $53.65mn or 56.57% of Total Assets and Individuals own $24.45mn or 25.78% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
QUANTUM FINANCIAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.