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•••••• C•••••• G••••
Legal name Q•••••• A•••••••• L••
Latest filing Jun 30, 2026
First filing on the tape Feb 14, 2012 · 21 filings
SEC status approved since Mar 30, 2012
RAUM
$491M
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
144
65 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
9
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$491M as of Jun 30, 2026
Mar 28, 2013$2.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Mar 28, 20130 then
Employees (5.A)144 as of Jun 30, 2026
Mar 28, 201342 then
Private funds9 as of Jun 30, 2026
Mar 28, 20137 then
RAUM -1.3% over the last fiscal year-17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 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
- $54.5MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.3%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-basedreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$491M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- 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=true 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Q•••••• E••••• P••••••• V• L• | Private Equity Fund | $298M | 242 | Feb 14, 2012 |
| Q•••••• P••••••• P••••••• V••• L• | Private Equity Fund | $178M | 18 | Mar 31, 2014 |
| Q•••••• P••••••• P••••••• V• L• | Private Equity Fund | $24.2M | 26 | Feb 14, 2012 |
| Q•• V• A••••••••• L• | Private Equity Fund | $12.4M | 22 | Feb 14, 2012 |
| Q•• V• ••••• L• | Private Equity Fund | $7.3M | 6 | Feb 14, 2012 |
| Q•••••• P••••••• P••••••• V••• L• | Private Equity Fund | $7.0M | 5 | Feb 14, 2012 |
| Q•• V• S•• I••••••••• L• | Private Equity Fund | $6.3M | 2 | Feb 14, 2012 |
| Q•• V• O••••••• I••••••••• L• | Private Equity Fund | $6.1M | 31 | Feb 14, 2012 |
| Q•• V• H•••••••• L• | Private Equity Fund | $235,537 | 3 | Mar 31, 2014 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• A••••••••• C•••••• · Co-Presidentcontrolsince 09/2022 · owns less than 5%
- B•••••• S••••••• V••••••••• · Chief Compliance Officercontrolsince 02/2023 · owns less than 5%
- B•••••• R•••• · Partner, General Counselcontrolsince 09/2023 · owns less than 5%
- D•••••• M••••••• A•••• · Partner, Chief Financial Officercontrolsince 12/2011 · owns less than 5%
- K••••••• A•••• N•• · Co-Presidentcontrolsince 04/2022 · owns less than 5%
- V•••••• S•••••• W•••••• · Chief Executive Officercontrolsince 12/2011 · owns less than 5%
- V•••••• J•••••••• F•• · Partnercontrolsince 05/1998 · owns 25% to 50% of T•••••• E••••• P••••••• I• L•
- V•••••• S•••••• W•••••• · Partnercontrolsince 05/1998 · owns 25% to 50% of T•••••• E••••• P••••••• I• L•
Entity owners
- Q•••••• E••••• P•••••••• L•• · Sole Memberdirect · owns 75% or more
- T•••••• E••••• P••••••• I• L• · Memberindirect · owns 50% to 75% of Q•••••• E••••• P•••••••• L••
Related persons
Schedule D 7.A
- Q•• W•••••• G•• L••bankpooled vehicle sponsorn
- Q••• S•••• I• L••bankpooled vehicle sponsorn
- Q•• V• L••bankpooled vehicle sponsorn
- Q•• V•• L••bankpooled vehicle sponsorn
- Q•• V••• L••bankpooled vehicle sponsorn
- Q•• V•••• L••bankpooled vehicle sponsorn
- Q•••••• C•••••• G••••investment adviserbanknRAUM $29B
- Q•• I•• L••bankpooled vehicle sponsorn
- Q• C•••••• P••••••• G•• L••bankn
- Q••• A•••••••• L••bankn
- Q•••••• C•••••• S•••••••• I• G•• L••bankpooled vehicle sponsorn
- Q•••••• C•••••• S•••••••• I• G•• L••bankpooled vehicle sponsorn
Advisers that list Q•••••• C•••••• G•••• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY12 employees
What changed
consecutive filings, newest first
- Advisory employees · 64 to 65Mar 31, 2025 to Mar 31, 2026
- Employees · 130 to 144Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $497M to $491MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $497M to $491MMar 31, 2025 to Mar 31, 2026
- RAUM · $497M to $491MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 68 to 64Mar 28, 2024 to Mar 31, 2025
- Employees · 118 to 130Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $540M to $497MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $540M to $497MMar 28, 2024 to Mar 31, 2025
- RAUM · $540M to $497MMar 28, 2024 to Mar 31, 2025
- Advisory employees · 14 to 68May 17, 2023 to Mar 28, 2024
- Business name · Q•••••• A•••••••• L•• to Q•••••• C•••••• G••••May 17, 2023 to Mar 28, 2024
- Employees · 97 to 118May 17, 2023 to Mar 28, 2024
- Other offices · 0 to 1May 17, 2023 to Mar 28, 2024
- Discretionary RAUM · $865M to $540MMay 17, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $865M to $540MMay 17, 2023 to Mar 28, 2024
- RAUM · $865M to $540MMay 17, 2023 to Mar 28, 2024
- Advisory employees · 8 to 14Mar 8, 2023 to Mar 31, 2023
- Employees · 78 to 97Mar 8, 2023 to Mar 31, 2023
- Discretionary RAUM · $1.4B to $865MMar 8, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $1.4B to $865MMar 8, 2023 to Mar 31, 2023
- RAUM · $1.4B to $865MMar 8, 2023 to Mar 31, 2023
- Employees · 65 to 78Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.4B to $1.4BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.4B to $1.4BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.4B to $1.4BMar 31, 2021 to Mar 31, 2022
- Advisory employees · 6 to 8Mar 30, 2020 to Mar 31, 2021
- Employees · 59 to 65Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $2.2B to $1.4BMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $2.2B to $1.4BMar 30, 2020 to Mar 31, 2021
- RAUM · $2.2B to $1.4BMar 30, 2020 to Mar 31, 2021
- Advisory employees · 5 to 6Nov 27, 2019 to Mar 30, 2020
- Employees · 61 to 59Nov 27, 2019 to Mar 30, 2020
- Discretionary RAUM · $3.1B to $2.2BNov 27, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $3.1B to $2.2BNov 27, 2019 to Mar 30, 2020
- RAUM · $3.1B to $2.2BNov 27, 2019 to Mar 30, 2020
- Employees · 49 to 61Mar 29, 2018 to Mar 29, 2019
- Discretionary RAUM · $4.3B to $3.1BMar 29, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $4.3B to $3.1BMar 29, 2018 to Mar 29, 2019
Signals
11 dated events
- Q•••••• C•••••• G•••• reported RAUM $539.7M, down 38% from $864.5M (2023-05-17 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Vernon James Baird (Partner, General Counsel) no longer on Schedule A of Q•••••• C•••••• G•••• (listed 2023-05-17, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Roman Berger (Partner, General Counsel) appeared on Schedule A of Q•••••• C•••••• G••••Mar 28, 2024 · Control person joined · fact
- Q•••••• C•••••• G•••• reported RAUM $864.5M, down 39% from $1.4B (2023-03-08 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Ajay Khurana (Co-President) appeared on Schedule A of Q•••••• C•••••• G••••Mar 31, 2023 · Control person joined · fact
- Charles Alexander Baillie (Co-President) appeared on Schedule A of Q•••••• C•••••• G••••Mar 31, 2023 · Control person joined · fact
- Vaidwattee Sharmin Beacco (Chief Compliance Officer) appeared on Schedule A of Q•••••• C•••••• G••••Mar 8, 2023 · Control person joined · fact
- Dheeraj Verma (President) no longer on Schedule A of Q•••••• C•••••• G•••• (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Q•••••• C•••••• G•••• reported RAUM $1.4B, down 37% from $2.2B (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Q•••••• C•••••• G•••• reported RAUM $2.2B, down 30% from $3.1B (2019-11-27 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Q•••••• C•••••• G•••• reported RAUM $3.1B, down 27% from $4.3B (2018-03-29 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Q•••••• C•••••• G•••• · Independent Sponsorsshared crd · capital_provider
- Q•••••• C•••••• G•••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/quantum-energy-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- q•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 713-452-2000reportedpublic record, Form ADV, Jun 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