Quantum Portfolio Management, LLC
Quantum Portfolio Management, LLC is an SEC-registered ria in New York, NY with $339.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Quantum Portfolio Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326280, SEC 801-127936, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $339.6M (2026-04-27)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 7
- Clients
- 47
- CRD
- 326280
- Ownership
- KEITNER, ANN, FREEMAN; FORESIDE INVESTMENT COMPANY; GRAMERCY FOUNDATION; Duprau, Jon, A; Lee, Maria
How much AUM does Quantum Portfolio Management, LLC have?
Quantum Portfolio Management, LLC reported $339.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Quantum Portfolio Management, LLC?
Disclosed owners and executives of Quantum Portfolio Management, LLC include KEITNER, ANN, FREEMAN, FORESIDE INVESTMENT COMPANY, GRAMERCY FOUNDATION, Duprau, Jon, A, Lee, Maria. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.