# Quilvest Capital Partners Management, LLC

> Quilvest Capital Partners Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 175159
- Filed as: QUILVEST CAPITAL PARTNERS MANAGEMENT, LLC
- Also doing business as: QUILVEST CAPITAL PARTNERS USA, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175159
- AdvisorCensus page: https://advisorcensus.com/firm/quilvest-capital-partners-management-llc-new-york-ny-175159

## Quick answers

**How is Quilvest Capital Partners Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Quilvest Capital Partners Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Quilvest Capital Partners Management, LLC located?**
Quilvest Capital Partners Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Quilvest Capital Partners Management, LLC registered with the SEC or a state?**
Quilvest Capital Partners Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175159.

**How much does Quilvest Capital Partners Management, LLC manage?**
Quilvest Capital Partners Management, LLC reports $4,342,278,853 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (6% discretionary).

**How have Quilvest Capital Partners Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Quilvest Capital Partners Management, LLC: Regulatory assets under management: $3,737,485,678 in the October 2021 data and $4,342,278,853 in the October 2026 data, up 16%. Total employees: 28 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Quilvest Capital Partners Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (79).

**Does Quilvest Capital Partners Management, LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175159

**What changed in Quilvest Capital Partners Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 23 to 22.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,342,278,853
- Discretionary: $269,479,494
- Non-discretionary: $4,072,799,359

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 79 | $4,342,278,853 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 26 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175159

### Websites listed on Form ADV (Item 1.I)
- [quilvestcapitalpartners.com](https://quilvestcapitalpartners.com)
- LinkedIn @quilvest-capital-partners
- LinkedIn @quilvest-usa-inc-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,737,485,678 | 28 | September 29, 2021 |
| October 2022 | $4,437,974,898 | 28 | August 24, 2022 |
| October 2023 | $4,492,314,065 | 28 | March 31, 2023 |
| October 2024 | $5,388,746,906 | 28 | July 24, 2024 |
| October 2025 | $4,796,124,045 | 29 | March 28, 2025 |
| October 2026 | $4,342,278,853 | 26 | May 28, 2026 |

Regulatory assets under management: $3,737,485,678 in the October 2021 data and $4,342,278,853 in the October 2026 data, up 16%.
Total employees: 28 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 23 to 22.

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quilvest Capital Partners Management, LLC (CRD 175159): Form ADV filing data as of October 2026.