# Quantum Portfolio Management, LLC

> Quantum Portfolio Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 326280
- Filed as: QUANTUM PORTFOLIO MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326280
- AdvisorCensus page: https://advisorcensus.com/firm/quantum-portfolio-management-llc-new-york-ny-326280

## Quick answers

**How is Quantum Portfolio Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Quantum Portfolio Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Quantum Portfolio Management, LLC located?**
Quantum Portfolio Management, LLC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Quantum Portfolio Management, LLC registered with the SEC or a state?**
Quantum Portfolio Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326280.

**How much does Quantum Portfolio Management, LLC manage?**
Quantum Portfolio Management, LLC reports $339,573,046 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (90% discretionary).

**How have Quantum Portfolio Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Quantum Portfolio Management, LLC: Regulatory assets under management: $61,665,174 in the October 2023 data and $339,573,046 in the October 2026 data, up 451%. Total employees: 4 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Quantum Portfolio Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); individuals (other than high net worth individuals) (12); charitable organizations (10).

**Which custodians does Quantum Portfolio Management, LLC use?**
Quantum Portfolio Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Quantum Portfolio Management, LLC report any disciplinary disclosures?**
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/326280

**What changed in Quantum Portfolio Management, LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $339,573,046
- Discretionary: $304,861,160
- Non-discretionary: $34,711,886

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,804,486 |
| High net worth individuals | 24 | $81,502,546 |
| Charitable organizations | 10 | $254,221,836 |
| Other | 1 | $44,178 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- qmpm.com
- LinkedIn @qmpm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $61,665,174 | 4 | August 25, 2023 |
| October 2024 | $370,919,555 | 4 | March 20, 2024 |
| October 2025 | $295,145,763 | 5 | June 13, 2025 |
| October 2026 | $339,573,046 | 7 | April 27, 2026 |

Regulatory assets under management: $61,665,174 in the October 2023 data and $339,573,046 in the October 2026 data, up 451%.
Total employees: 4 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $295,145,763 to $339,573,046 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantum Portfolio Management, LLC (CRD 326280): Form ADV filing data as of October 2026.