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CRD 132330
MORRISTOWN, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTOPHER BRIAN MOORE | Certified Financial Planner | MORRISTOWN, NJ | 13 | 21 | 1 | no |
| WILLIAM BERNARD LALOR | Certified Financial Planner | MORRISTOWN, NJ | 13 | 15 | n/a | no |
| LARISSA ANNE MEHLFELDER | Certified Financial Planner | MORRISTOWN, NJ | 13 | 17 | n/a | no |
| DANIEL BRIAN WEITZ | Certified Financial Planner | MORRISTOWN, NJ | 13 | 18 | 1 | no |
| LESLIE CHARLES QUICK III | n/a | MORRISTOWN, NJ | 13 | 44 | 1 | no |
| JOSEPH ANDREW BELFATTO | n/a | MORRISTOWN, NJ | 13 | 41 | 1 | no |
| STEVEN HENRY PISANO | n/a | MORRISTOWN, NJ | 10 | 17 | 3 | no |
| JOHN PETER SIMON | n/a | MORRISTOWN, NJ | 8 | 31 | n/a | no |
| Thomas Patrick Morr | Certified Financial Planner | MORRISTOWN, NJ | New York, NY | 8 | 14 | 1 | no |
| JACK R MAHONEY | Certified Financial Planner | MORRISTOWN, NJ | 8 | 13 | 1 | no |
| LISA ANN MANZOLILLO | Certified Financial Planner | MORRISTOWN, NJ | 8 | 20 | 1 | no |
| KRISTIN MCCAMISH BELL | Chartered Financial Analyst | CHATTANOOGA, TN | MORRISTOWN, NJ | 7 | 27 | n/a | no |
| Brannon Jeffrey Fisher | Certified Financial Planner | Denver, CO | 7 | 19 | 1 | no |
| JAMES VINCENT MCGURREN | Certified Financial Planner | New York, NY | MORRISTOWN, NJ | 6 | 22 | 2 | no |
| Anders Paul Velischek | Certified Financial Planner | MORRISTOWN, NJ | 6 | 10 | n/a | no |
| CONNOR NELSON DONOVAN | Certified Financial Planner | MORRISTOWN, NJ | 5 | 13 | n/a | no |
| JENNA MARY MORR | Chartered Financial Analyst | New York, NY | MORRISTOWN, NJ | 5 | 13 | n/a | no |
| DAVID VAN HOUTEN III HEDLEY | n/a | MORRISTOWN, NJ | 5 | 34 | n/a | no |
| Garrett M Wells | Certified Financial Planner | MORRISTOWN, NJ | New York, NY | 4 | 13 | n/a | no |
| Erin Leigh Slocum | Certified Financial Planner | New York, NY | 4 | 18 | n/a | no |
| ARTHUR NEAL LANGHAUS | n/a | New York, NY | 4 | 37 | 1 | no |
| THOMAS C TRYNIN | n/a | MORRISTOWN, NJ | 4 | 14 | 1 | no |
| WILLIAM FLEMING CONGER | n/a | MORRISTOWN, NJ | 4 | 28 | 2 | no |
| Anthony J Santoro | n/a | MORRISTOWN, NJ | 4 | 10 | 2 | no |
| MARITZA CHOW YOUNG | n/a | New York, NY | MORRISTOWN, NJ | 3 | 24 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SIMON QUICK CHAPIN MASTER FUND QP, LLC | Other Private Fund | $176M | Jul 28, 2026 | 140 | Dec 13, 2019 | reported | 021-355281 |
| SIMON QUICK GLOBAL EQUITIES FUND QP, LP | Other Private Fund | $161M | Jul 28, 2026 | 106 | Mar 31, 2014 | reported | 021-210288 |
| SIMON QUICK CHAPIN MASTER FUND, LLC | Other Private Fund | $44.9M | Jul 28, 2026 | 60 | Mar 30, 2012 | reported | 021-281196 |
| SIMON QUICK GLOBAL EQUITIES FUND, LP | Other Private Fund | $39.4M | Jul 28, 2026 | 44 | Mar 30, 2012 | reported | 021-161639 |
| MT. KEMBLE VALUE EQUITY FUND I, LLC | Other Private Fund | $35.7M | Apr 6, 2015 | 28 | Mar 30, 2012 | dropped | 021-1542663 |
| MQ GLOBAL MACRO MASTER FUND LLC | Hedge Fund | $183,880 | Apr 6, 2015 | 0 | Mar 30, 2012 | dropped | 021-1533812 |
| SIMON QUICK PRIVATE EQUITY FUND I, LP | n/a | $0 | Jul 28, 2026 | 0 | Jul 28, 2026 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SORRENTINO, THOMAS, NICHOLAS | CHIEF FINANCIAL OFFICER | Na | yes | 05/2025 | Jul 28, 2026 | Jul 28, 2026 |
| YI, WAYNE | PARTNER, CHIEF INVESTMENT OFFICER | Na | yes | 01/2023 | Jul 28, 2026 | Jul 28, 2026 |
| LESLIE C. QUICK, III DESCENDANTS TRUST UNDER AGREEMENT DATED MARCH 11, 1993 | Owner | C | yes | 04/2017 | Sep 27, 2017 | Mar 27, 2024 |
| MANNING, JAMES, FREDERICK | Trustee | F | yes | 10/1993 | Apr 15, 2022 | Mar 27, 2024 |
| Morr, Thomas, Patrick | MANAGING PARTNER | Na | yes | 01/2024 | Mar 27, 2024 | Mar 27, 2024 |
| QUICK III, LESLIE, CHARLES | MANAGING PARTNER | B | yes | 06/2004 | Mar 30, 2012 | Mar 27, 2024 |
| SIMON, JOHN, PETER | Owner | D | yes | 01/1988 | Sep 27, 2017 | Mar 27, 2024 |
| SIMON, WILLIAM, EDWARD | Owner | D | yes | 01/1988 | Sep 27, 2017 | Mar 27, 2024 |
| DELOTTO, MARK, DAVID | PARTNER OFFICER | B | no | 01/2013 | Jul 28, 2026 | Jul 28, 2026 |
| BELFATTO, JOSEPH, ANDREW | MANAGING PARTNER | B | no | 03/2007 | Mar 30, 2012 | Mar 27, 2024 |
| MOORE, CHRISTOPHER, BRIAN | MANAGING PARTNER | Na | no | 01/2013 | Mar 28, 2013 | Mar 27, 2024 |
| OLIVERI, MICHAEL, THOMAS | CHIEF FINANCIAL OFFICER | Na | no | 07/2017 | May 21, 2018 | Mar 27, 2024 |
| PISANO, STEVEN, HENRY | CHIEF COMPLIANCE OFFICER | Na | no | 01/2020 | Mar 27, 2020 | Mar 27, 2024 |
| QIII FAMILY ENTERPRISES LLC | Shareholder | B | no | 12/2006 | Jul 23, 2012 | Mar 27, 2024 |
| WILLIAM E SIMON & SONS, LLC | Shareholder | B | no | 07/2017 | Sep 27, 2017 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SIMON QUICK CHAPIN MANAGEMENT QP, LLC | n/a | n/a | n/a | Y | no | n/a |
| SIMON QUICK CHAPIN MANAGEMENT, LLC | n/a | n/a | n/a | Y | no | n/a |
| SIMON QUICK GLOBAL EQUITIES MANAGEMENT QP, LLC | n/a | n/a | n/a | Y | no | n/a |
| SIMON QUICK GLOBAL EQUITIES MANAGEMENT, LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 11 | no |
| Denver | Co | United States | 2 | no |
| PALM BEACH | FL | United States | 2 | no |
| GARDEN CITY | NY | United States | 2 | no |
| Chattanooga | Tn | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 18, 2026 | $9.0B | $8.4B | 97 | 77 | 7 | 5 | n/a |
| 2024 | Apr 30, 2025 | $6.7B | $6.2B | 84 | 55 | 5 | 4 | n/a |
| 2023 | Mar 27, 2024 | $5.8B | $5.3B | 83 | 31 | 5 | 4 | $367M |
| 2022 | Mar 30, 2023 | $5.1B | $4.5B | 75 | 28 | 5 | 4 | $382M |
| 2021 | Mar 28, 2022 | $4.6B | $3.6B | 58 | 23 | 4 | 4 | $446M |
| 2020 | Mar 24, 2021 | $3.9B | $3.1B | 58 | 23 | 2 | 4 | $332M |
| 2019 | Mar 27, 2020 | $3.4B | $2.5B | 57 | 21 | 5 | 4 | $276M |
| 2018 | Mar 27, 2019 | $3.0B | $2.0B | 53 | 17 | 5 | 3 | $245M |
| 2017 | Mar 29, 2018 | $3.0B | $1.9B | 47 | 16 | 4 | 3 | $223M |
| 2016 | Mar 29, 2017 | $1.9B | $777M | 27 | 12 | n/a | 3 | $180M |
| 2015 | Mar 30, 2016 | $2.0B | $862M | 29 | 16 | n/a | 3 | $189M |
| 2014 | Mar 31, 2015 | $2.6B | $720M | 26 | 8 | n/a | 5 | $251M |
| 2013 | Mar 31, 2014 | $2.4B | $499M | 23 | 8 | n/a | 5 | $214M |
| 2012 | Mar 28, 2013 | $2.1B | $399M | 20 | 8 | n/a | 4 | $159M |
| 2011 | Mar 30, 2012 | $2.8B | $261M | n/a | n/a | n/a | 4 | $157M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 3 | 0 | 7.5% | 0 | 1 | 0 | 10 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $9.0B | $6.7B | 34.1% | $5.1B | 20.8% | 97 | 84 | 7 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PROQUILITY PRIVATE WEALTH PARTNERS, LLC | 3 | Jun 30, 2025 | Jun 20, 2025 | LAS VEGAS, NV | Firm absorbed | RIA to RIA | 100.0% |
| RED HOOK MANAGEMENT | 2 | Jun 10, 2022 | Jun 16, 2022 | MORRISTOWN, NJ | Team lift out | RIA to RIA | 100.0% |