Quantum Advisors Private Limited is a large advisory firm based in Mumbai. It manages $2.19 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2009.
Quantum Advisors Private Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quantum Advisors Private Limited is $2.19 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 333% since the beginning of its operation, and $2.16 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Quantum Advisors Private Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Dayal Ajit is state or municipal government entities with 4 clients and $2.14 billion of assets under management. Among the 8 most similar advisory firms, Quantum Advisors Private Limited has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $2.19 billion for 14 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 80% of the firm’s clients are foreign persons or businesses.
Quantum Advisors Private Limited also advises several private funds.
The company employs 66 people that are either part- or full-time employees. 21 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Dayal Ajit has been acting as President since 1 Jan 1990. Hormazdiyaar Shiavax Vakil joined the executive team most recently as the Non Executive Independent Director.
The principal office where Quantum Advisors Private Limited performs its advisory services is located at 6 Th Floor, Hoechst House, Mumbai, 400021, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 91-22-2283-0322 or by fax 91-22-2287-5111. The normal business hours are 9:30am - 6:00pm (ist) on Monday - Friday. You can find more information about the New York firm at qasl.com/.