← Back to searchVisit website
QUANTUM PORTFOLIO MANAGEMENT, LLC
CRD 326280 · SEC 801-127936
10 E. 53RD STREET, SUITE 1400, NEW YORK, NY, 10022, United States
Phone
212-466-6760
Fax
212-466-6809
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$339.6M
Discretionary AUM
$304.9M
Team
7 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.8M |
| High net worth individuals | 24 | $81.5M |
| Charitable organizations | 10 | $254.2M |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD