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 Mar 31, 2015 · 19 filings
SEC status approved since Apr 13, 2015
RAUM
$29B
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
71
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$29B as of Jun 30, 2026
Mar 30, 2016$4.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Mar 30, 20160 then
Employees (5.A)144 as of Jun 30, 2026
Mar 30, 201645 then
Private funds71 as of Jun 30, 2026
Mar 30, 201611 then
RAUM +31% over the last fiscal year+14% 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
- $405MderivedRAUM 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
- +31%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$29B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 71reported
- 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
54 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Q•••••• E••••• P••••••• V••• L• | Private Equity Fund | $3.9B | 186 | Mar 29, 2018 |
| Q•••••• E••••• P••••••• V•• L• | Private Equity Fund | $2.3B | 146 | Mar 31, 2015 |
| Q•••••• E••••• P••••••• V•••• L• | Private Equity Fund | $2.2B | 127 | Mar 31, 2023 |
| Q•••••• P••••••• P••••••• V••••• L• | Private Equity Fund | $1.3B | 31 | Mar 29, 2018 |
| H••••••• C•• L• | Private Equity Fund | $1.2B | 59 | Aug 21, 2024 |
| Q• C•••••• P•••••••• L• | Private Equity Fund | $1.2B | 32 | Mar 30, 2020 |
| Q•••••• C•••••• S•••••••• I•• L• | Private Equity Fund | $738M | 20 | Mar 28, 2024 |
| Q•••••• P••••••• P••••••• V•••• L• | Private Equity Fund | $582M | 49 | Mar 30, 2016 |
| Q•• I• ••• L• | Private Equity Fund | $575M | 9 | Mar 28, 2024 |
| Q•••••• P••••••• P••••••• V•••• L• | Private Equity Fund | $563M | 21 | Mar 31, 2015 |
| R•••••••• C••••••••• P•••••••• L• | Private Equity Fund | $538M | 25 | Mar 30, 2016 |
| Q•••••• P••••••• P••••••• V•••••• L• | Private Equity Fund | $529M | 31 | Mar 31, 2023 |
| Q•••••• P••••••• P••••••• V••••• L• | Private Equity Fund | $506M | 13 | Mar 29, 2018 |
| Q••• ••• L• | Private Equity Fund | $435M | 11 | Mar 30, 2020 |
| Q•••••• E••••• P••••••• V•• C••••••••• F•••• L• | Private Equity Fund | $416M | 92 | Mar 29, 2018 |
| Q•••••• E••••• P••••••• V••• C••••••••• F•••• L• | Private Equity Fund | $408M | 78 | Mar 31, 2023 |
| Q••• P••••••• P••••••••• L• | Private Equity Fund | $335M | 13 | Mar 30, 2020 |
| Q•••••• E••••• P••••••• V•••• C••••••••• F•••• L• | Private Equity Fund | $320M | 9 | Mar 29, 2018 |
| Q••• •••• L• | Private Equity Fund | $315M | 2 | Mar 28, 2024 |
| Q•• I• ••• L• | Private Equity Fund | $301M | 3 | Mar 28, 2024 |
| Q•••••• P••••••• P••••••• V•••• L• | Private Equity Fund | $270M | 8 | Mar 31, 2015 |
| Q••• ••• L•no longer reported | Private Equity Fund | $255M | 2 | Mar 31, 2022 |
| Q•• W••••••• L• | Private Equity Fund | $251M | 2 | Mar 28, 2024 |
| Q••• C••••••••• F•••• L• | Private Equity Fund | $247M | 11 | Mar 30, 2020 |
| Q•••••• P••••••• P••••••• V••••••• L• | Private Equity Fund | $199M | 13 | Mar 30, 2016 |
| Q•• V• A••••••••• L• | Private Equity Fund | $159M | 44 | Mar 31, 2015 |
| Q•••••• P••••••• P••••••• V•••• L• | Private Equity Fund | $114M | 15 | Mar 31, 2015 |
| Q•• V•• A••••••••• L• | Private Equity Fund | $112M | 42 | Mar 29, 2018 |
| Q•••••• C•••••• S•••••••• I•• C••••••••• F•••• L• | Private Equity Fund | $108M | 11 | Mar 28, 2024 |
| Q•••••• I••••••••• F••• I•• L• | Private Equity Fund | $82.4M | 11 | Mar 31, 2023 |
| Q•••••• E••••• P••••••• V••••• C••••••••• F•••• L• | Private Equity Fund | $81.5M | 21 | Mar 31, 2023 |
| Q•• P••••• O••••••••• F•••• L•no longer reported | Private Equity Fund | $78.0M | 66 | Mar 31, 2021 |
| Q•••••• S••••••••• • L••••• U••••••• A•• E••••• I••••••••• C••••• O••••••••• L• | Private Equity Fund | $72.0M | 6 | Mar 28, 2024 |
| Q•••••• P••••••• P••••••• V••••••• L• | Private Equity Fund | $70.1M | 7 | Mar 30, 2016 |
| Q•• V• ••••• L• | Private Equity Fund | $67.7M | 6 | Mar 31, 2015 |
| Q•• V•• ••••• L• | Private Equity Fund | $66.1M | 6 | Mar 29, 2018 |
| Q•• P••••• O••••••••• P••••••• F••• D• L•no longer reported | Private Equity Fund | $64.0M | 9 | Mar 31, 2021 |
| Q•••••• E••••• P••••••• V•••• C••••••••• F•••• L• | Private Equity Fund | $58.7M | 9 | Mar 29, 2018 |
| Q•••••• P••••••• P••••••• V••••••• L• | Private Equity Fund | $58.0M | 4 | Mar 30, 2016 |
| Q•• I• A••••••••• L• | Private Equity Fund | $37.2M | 12 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• A••••••••• C•••••• · Co-Presidentcontrolsince 09/2022 · owns less than 5%
- B••••• J••••• V••••• · Partner, General Counsel Emerituscontrolsince 04/2014 · 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%
- K••••••• A•••• N•• · Co-Presidentcontrolsince 04/2022 · owns less than 5%
- V•••••• S•••••• W•••••• · Chief Executive Officercontrolsince 04/2014 · 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•
- V••••• D••••••• N•• · Partnercontrolsince 12/2010 · owns 25% to 50% of B••••••••• I••••••••• L•
- V••••• M••••••• M•••••• · Partnercontrolsince 12/2010 · owns 25% to 50% of B••••••••• I••••••••• L•
Entity owners
- Q•• P•••••••• L• · Sole Memberdirect · owns 75% or more
- B••••••••• I••••••••• L• · Memberindirect · owns 25% to 50% of Q•••• W•••• L••
- Q•• H•••••••• L•• · Partnerindirect · owns F of Q•• P•••••••• L•
- Q•••• A•••••• H•••••••• L•• · Partnerindirect · owns 75% or more of Q•• P•••••••• L•
- Q•••• W•••• L•• · Memberindirect · owns 75% or more of Q•••• A•••••• H•••••••• L••
- T•••••• E••••• P••••••• I• L• · Memberindirect · owns 25% to 50% of Q•••• W•••• L••
Related persons
Schedule D 7.A
- H••••••• C• G• L••bankpooled vehicle sponsorn
- 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•• I•• L••bankpooled vehicle sponsorn
- Q• C•••••• P••••••• G•• L••bankpooled vehicle sponsorn
- Q••• A•••••••• L••bankn
- Q•••••• C•••••• G••••investment adviserbanknRAUM $491M
- 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
- Accounts · 59 to 71Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 64 to 65Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 59 to 71Mar 31, 2025 to Mar 31, 2026
- Employees · 130 to 144Mar 31, 2025 to Mar 31, 2026
- Private funds · 59 to 71Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $22B to $29BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $22B to $29BMar 31, 2025 to Mar 31, 2026
- RAUM · $22B to $29BMar 31, 2025 to Mar 31, 2026
- Accounts · 47 to 59Aug 21, 2024 to Mar 31, 2025
- Advisory employees · 68 to 64Aug 21, 2024 to Mar 31, 2025
- Pooled vehicle clients · 47 to 59Aug 21, 2024 to Mar 31, 2025
- Employees · 118 to 130Aug 21, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 21, 2024 to Mar 31, 2025
- Private funds · 48 to 59Aug 21, 2024 to Mar 31, 2025
- Discretionary RAUM · $20B to $22BAug 21, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $20B to $22BAug 21, 2024 to Mar 31, 2025
- RAUM · $20B to $22BAug 21, 2024 to Mar 31, 2025
- Private funds · 47 to 48Mar 28, 2024 to Aug 21, 2024
- Accounts · 40 to 47May 24, 2023 to Mar 28, 2024
- Advisory employees · 14 to 68May 24, 2023 to Mar 28, 2024
- Pooled vehicle clients · 40 to 47May 24, 2023 to Mar 28, 2024
- Employees · 97 to 118May 24, 2023 to Mar 28, 2024
- Other offices · 0 to 1May 24, 2023 to Mar 28, 2024
- Private funds · 40 to 47May 24, 2023 to Mar 28, 2024
- Discretionary RAUM · $20B to $20BMay 24, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $20B to $20BMay 24, 2023 to Mar 28, 2024
- RAUM · $20B to $20BMay 24, 2023 to Mar 28, 2024
- Business name · Q•• A•••••••• L•• to Q•••••• C•••••• G••••May 17, 2023 to May 24, 2023
- Accounts · 32 to 40Mar 8, 2023 to Mar 31, 2023
- Advisory employees · 8 to 14Mar 8, 2023 to Mar 31, 2023
- Pooled vehicle clients · 32 to 40Mar 8, 2023 to Mar 31, 2023
- Employees · 78 to 97Mar 8, 2023 to Mar 31, 2023
- Private funds · 32 to 40Mar 8, 2023 to Mar 31, 2023
- Discretionary RAUM · $16B to $20BMar 8, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $16B to $20BMar 8, 2023 to Mar 31, 2023
- RAUM · $16B to $20BMar 8, 2023 to Mar 31, 2023
- Accounts · 33 to 32Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 33 to 32Mar 31, 2021 to Mar 31, 2022
- Employees · 65 to 78Mar 31, 2021 to Mar 31, 2022
- Private funds · 33 to 32Mar 31, 2021 to Mar 31, 2022
Signals
9 dated events
- Q•••••• C•••••• G•••• reported RAUM $28.8B, up 31% from $22.0B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Allen Michael Denham (Partner, Chief Financial Officer) no longer on Schedule A of Q•••••• C•••••• G•••• (listed 2023-05-24, 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
- Charles Alexander Baillie (Co-President) appeared on Schedule A of Q•••••• C•••••• G••••Mar 31, 2023 · Control person joined · fact
- Ajay Khurana (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
- Q•••••• C•••••• G•••• reported RAUM $15.8B, up 35% from $11.7B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Q•••••• C•••••• G•••• reported RAUM $9.6B, up 87% from $5.1B (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Q•• A•••••••• L•• filed its initial SEC registration (Form ADV)Mar 31, 2015 · First SEC registration · fact
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
- quantumcap.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