SOUTH BURLINGTON, VTCRD 165310Latest ADV April 29, 2026
Quantum Leap Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Burlington, VT. Its latest Form ADV filing, dated April 29, 2026, reports $121M in regulatory assets under management, 5 employees, and 575 accounts.
Assets Under Management
$121M
Employees
5
Offices
--
Total Clients
333
Primary office
SOUTH BURLINGTON, VT
3 BALDWIN AVE, SOUTH BURLINGTON, VT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.6% of total clients.
Top client categories% of clientsClients
1
Individuals
88.6%
295
2
HNWI
11.4%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of April 29, 2026
Discretionary85.1%
$103M
85% of total RAUM85.1%
Non-discretionary14.9%
$18M
15% of total RAUM14.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$121M
Total Accounts575
10Y AUM Change+$16M (+14.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee67:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.