This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

SIMON QUICK ADVISORS, LLCCRD 132330

Fund type

MUTUAL FUNDS, SEPARATELY MANAGED ACCOUNTS, AND ETFS

Latest reported GAV

$161Mgross asset value on Schedule D 7.B(1), as of 2026-07-28; never fund size

Peak reported GAV

$207M

Beneficial owners

106

Minimum investment

$1.0M

Owned by the adviser

400%

Owned by funds of funds

0%

Owned by non-US persons

100%

Clients solicited

yes

Form D file number

021-210288an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

Delaware, United States

First reported

Mar 31, 2014

Last reported

Jul 28, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

40

Fund id

805-8897154587

Graph

RIA / Wealth Management

Canonical id

dfx:ria:796662e8-3045-629a-a178-0bba34c492ae

First observed

Mar 31, 2014

Last observed

Jul 28, 2026 53 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.