{ "crd_number": 297179, "slug": "quid-capital-group-holdings-llc-santa-monica-ca-297179", "primary_business_name": "QUID CAPITAL GROUP HOLDINGS, LLC", "legal_name": "QUID CAPITAL GROUP HOLDINGS, LLC", "dbas": [ "QUID CAPITAL GROUP", "TROY CAPITAL GROUP" ], "city": "Santa Monica", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-07-30", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 7762526892.0, "raum_discretionary": 7762526892.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 9, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 7762526892.0, "count": 40 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://facebook.com/getquidtoday", "https://getquid.com", "https://instagram.com/getquidtoday", "https://linkedin.com/company/getquid", "https://linkedin.com/company/troy-capital-partners", "https://troycapitalpartners.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297179", "city_as_filed": "SANTA MONICA", "url": "https://advisorcensus.com/firm/quid-capital-group-holdings-llc-santa-monica-ca-297179", "display_name": "Quid Capital Group Holdings, LLC", "summary": "Quid Capital Group Holdings, LLC is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Quid Capital Group Holdings, LLC (CRD 297179): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Quid Capital Group Holdings, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Quid Capital Group Holdings, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees." }, { "q": "Where is Quid Capital Group Holdings, LLC located?", "a": "Quid Capital Group Holdings, LLC's principal office is in Santa Monica, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Quid Capital Group Holdings, LLC registered with the SEC or a state?", "a": "Quid Capital Group Holdings, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 297179." }, { "q": "How much does Quid Capital Group Holdings, LLC manage?", "a": "Quid Capital Group Holdings, LLC reports $7,762,526,892 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Quid Capital Group Holdings, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Quid Capital Group Holdings, LLC: Regulatory assets under management: $790,578,822 in the October 2021 data and $7,762,526,892 in the October 2026 data, up 882%. Total employees: 12 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Quid Capital Group Holdings, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (40)." }, { "q": "Does Quid Capital Group Holdings, 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/297179" }, { "q": "What changed in Quid Capital Group Holdings, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $3,515,401,005 to $7,762,526,892 (+121%). Added an office in Aspen, CO." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 790578822.0, "total_employees": 12, "filing_date": "2021-04-22" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1272790386.0, "total_employees": 13, "filing_date": "2022-09-07" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1959519419.0, "total_employees": 14, "filing_date": "2023-05-01" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1968126839.0, "total_employees": 17, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3515401005.0, "total_employees": 15, "filing_date": "2025-05-15" }, { "period": "2026-10-01", "regulatory_assets_under_management": 7762526892.0, "total_employees": 9, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 5 to 6.", "Regulatory assets under management went from $3,515,401,005 to $7,762,526,892 (+121%).", "Added an office in Aspen, CO." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/quid-capital-group-holdings-llc-santa-monica-ca-297179.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 40, "fewer_than_5": false, "raum": 7762526892.0 } ], "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/297179", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }