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QUANTUM CAPITAL MANAGEMENT, LLC
CRD 111083File 801-57840
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.00B
Above cohort median (national)
Discretionary AUM
$1.00B
Clients
133
209 accounts
Employees
4
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 25, 2000
- Principal office
- 105 EAST MILL ROAD, NORTHFIELD, NJ, 08225-2553
- Phone
- 609-677-4949
- Website
- HTTPS://WWW.QUANTUMADV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.00B
- Discretionary AUM
- $1.00B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 209
- Non-discretionary accounts
- 0
- Total accounts
- 209
- AUM per client
- $7.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $405.5M |
| Other investment advisers | Fewer than 5 | $277.1M |
| High net worth individuals | 62 | $236.9M |
| Pension and profit sharing plans | Fewer than 5 | $45.0M |
| Individuals (other than high net worth individuals) | 70 | $38.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 135 | 133 | decreased by2 |
| Apr 1, 2026 | AUM | $1,032,733,430 | $1,003,231,212 | decreased by$29,502,218 |
| Apr 1, 2026 | Accounts | 214 | 209 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 140 | 135 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $906,542,801 | $1,032,733,430 | increased by$126,190,629 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 200 | 214 | increased by14 |
| Apr 1, 2022 | Clients | 139 | 140 | increased by1 |
| Apr 1, 2022 | AUM | $714,582,758 | $906,542,801 | increased by$191,960,043 |
| Apr 1, 2022 | Accounts | 194 | 200 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QUANTUM CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QUANTUM CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.