Quantum Capital Management Dba Qcm, LLC (Corte Madera)

Name: Quantum Capital Management Dba Qcm, LLC
Address: 770 Tamalpais Drive, Corte Madera, CA, 94925
Telephone: 415-927-8430

Quantum Capital Management Dba Qcm, LLC is a large advisory firm based in Corte Madera. It manages $242 million of regulatory assets for 433 client accounts. It has been registered with the SEC as an adviser since 2008.

Quantum Capital Management Dba Qcm provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quantum Capital Management Dba Qcm: assets under management

The assets under management (AUM) of Quantum Capital Management Dba Qcm, LLC is $242 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $242 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $558.89 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quantum Capital Management Dba Qcm, LLC for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Quantum Capital Management Dba Qcm, LLC

Stephen Andrew Bradley has been acting as President since 1 Jan 2007. Llc Focus Financial Partners joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Focus Financial Partners	Member	1 Jan 2007	75% - 100%	16-1728260
Stephen Andrew Bradley	President/ chief compliance officer	1 Jan 2007	Other	28342
Howard Bernard Aschwald	Executive vice president	1 Jan 2007	Other	1080548

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Summit Partners Vi (Gp)	General partner	1 Dec 2000	Other	04-3540852
L.P. Summit Ventures Via	Member	1 Jan 2006	50% - 75%	04-3540853

Based in Corte Madera

The principal office where Quantum Capital Management Dba Qcm, LLC performs its advisory services is located at 770 Tamalpais Drive, Corte Madera, CA 94925, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-927-8430 or by fax 415-927-8433. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.quantumcap.com.