DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
Q••• P••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 8, 2012 · 21 filings
SEC status approved since Feb 15, 2012
RAUM
$743M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
10 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
12
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$743M as of Mar 30, 2026
Apr 1, 2013$415M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 26, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Apr 1, 20130 then
Employees (5.A)11 as of Mar 30, 2026
Apr 1, 201311 then
Private funds12 as of Mar 30, 2026
Apr 1, 20133 then
RAUM +1.5% over the last fiscal year-1.8% a year over threeIARs 0 to 0offices 2 to 3
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $61.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$743M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Q••• P••••••• V• L• | Private Equity Fund | $167M | 21 | Mar 30, 2022 |
| Q••• T•• C•• L••• | Private Equity Fund | $70.5M | 4 | Mar 27, 2024 |
| Q••• P••••••• V••• L• | Private Equity Fund | $47.3M | 8 | Mar 30, 2022 |
| Q••• P••••••• V• L• | Private Equity Fund | $35.0M | 25 | Mar 27, 2017 |
| Q••• C••••• S•• L• | Private Equity Fund | $34.7M | 9 | Mar 30, 2021 |
| Q••• P••••••• V• T•••••• A•• L• | Private Equity Fund | $29.3M | 20 | Mar 30, 2020 |
| Q••• P••••••• I• L• | Private Equity Fund | $20.2M | 25 | Feb 8, 2012 |
| Q••• P••••••• I• L• | Private Equity Fund | $15.4M | 7 | Feb 8, 2012 |
| Q••• P••••••• I•••• L• | Private Equity Fund | $12.3M | 7 | Feb 8, 2012 |
| Q••• P••••••• V• B•••••• A•• L• | Private Equity Fund | $8.5M | 6 | Mar 30, 2020 |
| Q••• P••••••• V• C••••• A•• L• | Private Equity Fund | $6.0M | 25 | Mar 30, 2022 |
| Q••• P••••••• I• T•••••• A•• L• | Private Equity Fund | $4.7M | 22 | Mar 30, 2020 |
| Q••• P••••••• I• B•••••• A•• L• | Private Equity Fund | $681,970 | 4 | Mar 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- D••••• R••••••• S•••• · Principalcontrolsince 05/2008 · owns less than 5%
- F••••• L••••••• E••••• · Managing Member And Chief Compliance Officercontrolsince 01/2000 · owns 75% or more
- N•••••••• D•••••• P••• · Membercontrolsince 01/2000 · owns less than 5%
Related persons
Schedule D 7.A
- Q••• A••••••• I• L•pooled vehicle sponsorn
- Q••• A••••••• I•• L•pooled vehicle sponsorn
- Q••• A••••••• I• L•pooled vehicle sponsorn
- Q••• A••••••• V• C••••• L•pooled vehicle sponsorn
- Q••• A••••••• V• L•pooled vehicle sponsorn
- Q••• A••••••• V• L•pooled vehicle sponsorn
- Q••• T•• C• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 13 to 12Mar 26, 2025 to Mar 30, 2026
- Advisory employees · 11 to 10Mar 26, 2025 to Mar 30, 2026
- Pooled vehicle clients · 13 to 12Mar 26, 2025 to Mar 30, 2026
- Employees · 12 to 11Mar 26, 2025 to Mar 30, 2026
- Other offices · 2 to 3Mar 26, 2025 to Mar 30, 2026
- Private funds · 13 to 12Mar 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $732M to $743MMar 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $732M to $743MMar 26, 2025 to Mar 30, 2026
- RAUM · $732M to $743MMar 26, 2025 to Mar 30, 2026
- Advisory employees · 12 to 11Mar 27, 2024 to Mar 26, 2025
- Employees · 13 to 12Mar 27, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 26, 2025
- Other offices · 3 to 2Mar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $731M to $732MMar 27, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $731M to $732MMar 27, 2024 to Mar 26, 2025
- RAUM · $731M to $732MMar 27, 2024 to Mar 26, 2025
- Accounts · 12 to 13Mar 31, 2023 to Mar 27, 2024
- Pooled vehicle clients · 12 to 13Mar 31, 2023 to Mar 27, 2024
- Private funds · 12 to 13Mar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $786M to $731MMar 31, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $786M to $731MMar 31, 2023 to Mar 27, 2024
- RAUM · $786M to $731MMar 31, 2023 to Mar 27, 2024
- Advisory employees · 8 to 12Sep 22, 2022 to Mar 31, 2023
- Employees · 12 to 13Sep 22, 2022 to Mar 31, 2023
- Discretionary RAUM · $914M to $786MSep 22, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $914M to $786MSep 22, 2022 to Mar 31, 2023
- RAUM · $914M to $786MSep 22, 2022 to Mar 31, 2023
- Accounts · 9 to 12Mar 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 9 to 12Mar 30, 2021 to Mar 30, 2022
- Employees · 9 to 12Mar 30, 2021 to Mar 30, 2022
- Other offices · 1 to 3Mar 30, 2021 to Mar 30, 2022
- Private funds · 9 to 12Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $449M to $914MMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $449M to $914MMar 30, 2021 to Mar 30, 2022
- RAUM · $449M to $914MMar 30, 2021 to Mar 30, 2022
- Accounts · 8 to 9Mar 30, 2020 to Mar 30, 2021
- Pooled vehicle clients · 8 to 9Mar 30, 2020 to Mar 30, 2021
- Private funds · 8 to 9Mar 30, 2020 to Mar 30, 2021
- Discretionary RAUM · $528M to $449MMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $528M to $449MMar 30, 2020 to Mar 30, 2021
Signals
2 dated events
- Q••• P••••••• L•• reported RAUM $913.7M, up 103% from $449.0M (2021-03-30 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Q••• P••••••• L•• reported RAUM $476.0M, up 34% from $356.1M (2017-03-27 to 2018-03-26)Mar 26, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Q••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- Q••• P••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/Q•••-PARTNERS-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-724-2200reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026