Quantum Portfolio Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 27, 2026, reports $340M in regulatory assets under management, 7 employees, 1 office, and 234 accounts.
Assets Under Management
$340M
Employees
7
Offices
1 office
Total Clients
47
Primary office
NEW YORK, NY
10 E. 53RD STREET, SUITE 1400, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.1% of total clients.
Top client categories% of clientsClients
1
HNWI
51.1%
24
2
Individuals
25.5%
12
3
Charitable
21.3%
10
4
FIRM PROP ACCOUNT
2.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$340Mas of April 27, 2026
Discretionary89.8%
$305M
90% of total RAUM89.8%
Non-discretionary10.2%
$35M
10% of total RAUM10.2%
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$340M
Total Accounts234
10Y AUM Change+$340M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee7:1
10Y Employee Change+4 (+133.3%)
* 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.