LP Profile

Quantum Financial Advisors

Also known as quantum financial

Wealth ManagerRockville, United StatesFounded 1996
$160M
Assets Under Management
Rockville
Headquarters
Investment Focus

About Quantum Financial Advisors

Quantum Financial Advisors is a wealth manager based in Rockville, US. Founded in 1996. Reported AUM: 160 USD millions.

Preferred Investment Types

BuyoutDistressed DebtEarly StageEarly Stage: SeedEarly Stage: Start-upExpansion / Late StageVenture (General)

Preferred Sectors & Themes

DiversifiedBiotechnologyHealthcare SpecialistsPharmaceuticals

Preferred Geographies

AsiaEmerging MarketsEuropeGreater ChinaNorth America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Quantum Financial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$557.5M
Total Clients
364
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Quantum Financial Advisors?

Quantum Financial Advisors is a wealth manager based in Rockville, United States, managing approximately $160M in assets.

Where is Quantum Financial Advisors headquartered?

Quantum Financial Advisors is headquartered in Rockville, United States.

How much does Quantum Financial Advisors manage?

Quantum Financial Advisors manages approximately $160M in assets under management.

When was Quantum Financial Advisors founded?

Quantum Financial Advisors was founded in 1996.

What does Quantum Financial Advisors invest in?

Quantum Financial Advisors focuses on Buyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General), Diversified.

How can I contact Quantum Financial Advisors?

Verified contact details, key decision-makers, and investment preferences for Quantum Financial Advisors are available on LPbacked. Create a free account to access them.