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QUANTUM CAPITAL GROUP
Legal name: QEP ADVISERS, LLC
CRD 174733File 801-88204
APPROVED
Custody
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$28.77B
Top 10% of cohort (national)
Discretionary AUM
$28.77B
Clients
71
71 accounts
Employees
144
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 13, 2015
- Principal office
- 800 CAPITOL STREET, SUITE 3600, HOUSTON, TX, 77002
- Phone
- 713-452-2000
- Website
- https://www.quantumcap.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $28.77B
- Discretionary AUM
- $28.77B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 71
- Non-discretionary accounts
- 0
- Total accounts
- 71
- AUM per client
- $405.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 71 | $28.77B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | Employees | 130 | 144 | increased by14 |
| Apr 1, 2026 | Clients | 59 | 71 | increased by12 |
| Apr 1, 2026 | AUM | $21,976,654,693 | $28,772,157,615 | increased by$6,795,502,922 |
| Apr 1, 2026 | Accounts | 59 | 71 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 78 | 130 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 32 | 59 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $15,761,877,809 | $21,976,654,693 | increased by$6,214,776,884 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 32 | 59 | increased by27 |
| Apr 1, 2022 | Employees | 65 | 78 | increased by13 |
| Apr 1, 2022 | Clients | 33 | 32 | decreased by1 |
| Apr 1, 2022 | AUM | $11,662,546,680 | $15,761,877,809 | increased by$4,099,331,129 |
| Apr 1, 2022 | Accounts | 33 | 32 | decreased by1 |
| 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.