{
  "crd_number": 111083,
  "slug": "quantum-capital-management-llc-northfield-nj-111083",
  "primary_business_name": "QUANTUM CAPITAL MANAGEMENT, LLC",
  "legal_name": "QUANTUM CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Northfield",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "12100",
  "metro": {
    "cbsa_code": "12100",
    "common_name": "Atlantic City",
    "msa_name": "Atlantic City-Hammonton, NJ",
    "path": "/advisors/nj/atlantic-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-08-25",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 1003231212.0,
  "raum_discretionary": 1003231212.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 38699881.0,
      "count": 70
    },
    "investment_companies": {
      "raum": 405509950.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 44990373.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 277143361.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 236887647.0,
      "count": 62
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://quantumadv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111083",
  "city_as_filed": "NORTHFIELD",
  "url": "https://advisorcensus.com/firm/quantum-capital-management-llc-northfield-nj-111083",
  "display_name": "Quantum Capital Management, LLC",
  "summary": "Quantum Capital Management, LLC is an SEC-registered investment advisory firm in Northfield, NJ, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Quantum Capital Management, LLC (CRD 111083): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Quantum Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quantum Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Quantum Capital Management, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Up to $100,000,000: 1% a year; $100,000,000 to $250,000,000: 0.85% a year; Above $250,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Quantum Capital Management, LLC located?",
      "a": "Quantum Capital Management, LLC's principal office is in Northfield, NJ, according to its Form ADV."
    },
    {
      "q": "Is Quantum Capital Management, LLC registered with the SEC or a state?",
      "a": "Quantum Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111083."
    },
    {
      "q": "How much does Quantum Capital Management, LLC manage?",
      "a": "Quantum Capital Management, LLC reports $1,003,231,212 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Quantum Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Quantum Capital Management, LLC: Regulatory assets under management: $714,582,758 in the October 2021 data and $1,003,231,212 in the October 2026 data, up 40%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Quantum Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (62); investment companies (1)."
    },
    {
      "q": "Which custodians does Quantum Capital Management, LLC use?",
      "a": "Quantum Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and UMB Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Quantum Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111083"
    },
    {
      "q": "Does Quantum Capital Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"Registrant generally requires a $5 million per client minimum for investment management services. However, Registrant, in its sole discretion, may charge a lesser investment management fee or waive the $5 million client minimum\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 714582758.0,
      "total_employees": 4,
      "filing_date": "2021-04-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 906542801.0,
      "total_employees": 4,
      "filing_date": "2022-04-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 820330391.0,
      "total_employees": 4,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 878822097.0,
      "total_employees": 4,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1032733430.0,
      "total_employees": 4,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1003231212.0,
      "total_employees": 4,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [
      {
        "band": "Up to $100,000,000",
        "rate": "1%"
      },
      {
        "band": "$100,000,000 to $250,000,000",
        "rate": "0.85%"
      },
      {
        "band": "Above $250,000,000",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $100,000,000: 1% a year",
          "$100,000,000 to $250,000,000: 0.85% a year",
          "Above $250,000,000: 0.75% a year"
        ],
        "quotes": [
          "Assets Under Management                                 Annual Fee \nFirst $100 million 1.00% \nNext $150 million 0.85% \nOver $250 million 0.75%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Registrant generally requires a $5 million per client minimum for investment management services. However, Registrant, in its sole discretion, may charge a lesser investment management fee or waive the $5 million client minimum"
        ]
      }
    ],
    "quotes": [
      "Assets Under Management                                 Annual Fee \nFirst $100 million 1.00% \nNext $150 million 0.85% \nOver $250 million 0.75%",
      "Registrant generally requires a $5 million per client minimum for investment management services. However, Registrant, in its sole discretion, may charge a lesser investment management fee or waive the $5 million client minimum"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "UMB Financial Services, Inc.",
      "name_as_filed": "UMB FINANCIAL SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/quantum-capital-management-llc-northfield-nj-111083.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 70,
      "fewer_than_5": false,
      "raum": 38699881.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 62,
      "fewer_than_5": false,
      "raum": 236887647.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 405509950.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 44990373.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 277143361.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111083",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}