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•••••• P••••••• M••••••••• L••
Latest filing May 28, 2026
First filing on the tape Sep 28, 2015 · 32 filings
SEC status approved since Oct 14, 2015
RAUM
$4.3B
reported, Item 5.F
Discretionary
6.2%
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
26
22 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
23
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$4.3B as of May 28, 2026
Mar 30, 2016$3.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 28, 2026
Mar 30, 20160 then
Employees (5.A)26 as of May 28, 2026
Mar 30, 201624 then
Private funds23 as of May 28, 2026
Mar 30, 201623 then
RAUM -9.5% over the last fiscal year-1.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 28, 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
- $55.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 6.2%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -9.5%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
- Custody
- $265M, 1 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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$4.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 79reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $265M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=7.0derived
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
50 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Q• B••••• F••• I•• S•• S••••••••• • G••••• C••••••••• | Private Equity Fund | $397M | 51 | Mar 29, 2024 |
| Q• C••• F••• I• S•• S••••••••• • C••••••••• A• | Private Equity Fund | $312M | 30 | Mar 30, 2020 |
| Q• C•••••• S••••••••• I• L• | Other Private Fund | $250M | 48 | Mar 31, 2021 |
| R••• P• F••• I• • Q• P• F••• I• S•• S••••••••• • S••••••• O••••••••• | Private Equity Fund | $211M | 75 | Mar 31, 2021 |
| Q• G•• P•• I•• I•• | Private Equity Fund | $190M | 36 | Sep 28, 2015 |
| Q• P• F••• S•• S••••••••• • Q• P•••• • F••• O• F•••• C••••••••• | Private Equity Fund | $176M | 5 | Mar 31, 2017 |
| Q• B•• P••• I•• | Private Equity Fund | $166M | 48 | Sep 28, 2015 |
| Q• P• F••• S•• S••••••••• • Q• P•••• • C••••••••• C••••••••• | Private Equity Fund | $145M | 6 | Mar 31, 2017 |
| Q• C••• F••• I• F••••• B• S•• | Private Equity Fund | $142M | 18 | Mar 30, 2020 |
| Q• R••• S••••• S•• | Real Estate Fund | $125M | 69 | Sep 28, 2015 |
| Q• G•• P•• I• S•••••• S•••• | Private Equity Fund | $123M | 30 | Sep 28, 2015 |
| Q• T••• I••• | Private Equity Fund | $91.6M | 63 | Sep 28, 2015 |
| Q• R•• I• S•••••• S•• | Real Estate Fund | $86.8M | 52 | Sep 28, 2015 |
| Q• G•• P•• S•••••• S•••• | Private Equity Fund | $76.5M | 29 | Sep 28, 2015 |
| Q• P•• S•• S•••• • Q•• P•• C•••• S••••• | Private Equity Fund | $75.3M | 3 | Mar 29, 2019 |
| Q• P•• S•• S•••• • Q• P•• C••• | Private Equity Fund | $73.5M | 30 | Mar 29, 2019 |
| Q• B•••••••• I•• | Private Equity Fund | $65.2M | 35 | Sep 28, 2015 |
| Q• P•• S•• S•••• • Q• P•• 2••• | Private Equity Fund | $55.0M | 37 | Sep 28, 2015 |
| Q• P•• C••• ••• S•• | Private Equity Fund | $51.9M | 3 | Mar 29, 2018 |
| Q• P• F••• S•• S••••••••• • Q• G•• I•• • F••• O• F•••• C••••••••• | Private Equity Fund | $51.7M | 5 | Mar 30, 2020 |
| Q• P• F••• S•• S••••••••• • Q• G•• I•• • C••••••••• C••••••••• | Private Equity Fund | $47.8M | 5 | Mar 30, 2020 |
| Q• P•• S••••• S•••• • C••• 3• S• | Private Equity Fund | $45.1M | 14 | Mar 31, 2021 |
| Q• P•• 2•••• I•••no longer reported | Private Equity Fund | $43.3M | 28 | Sep 28, 2015 |
| Q• D••••• S• 2• S•••••• S•••• | Private Equity Fund | $42.9M | 30 | Sep 28, 2015 |
| Q•• P•• 2•••• I•••no longer reported | Private Equity Fund | $36.1M | 3 | Sep 28, 2015 |
| Q•• P•• 2•••• I•••no longer reported | Private Equity Fund | $34.8M | 3 | Sep 28, 2015 |
| Q• P•• 2•••• I•••no longer reported | Private Equity Fund | $34.0M | 29 | Mar 31, 2017 |
| R••• P• F••• I• • Q• P• F••• I• S•• S••••••••• • U• S•• A• 2• | Private Equity Fund | $28.9M | 1 | Mar 29, 2022 |
| Q• P•• 2•••• I•••no longer reported | Private Equity Fund | $28.9M | 40 | Mar 31, 2017 |
| Q• C•••••• S••••••••• L• | Other Private Fund | $28.3M | 12 | Sep 28, 2015 |
| Q• P•• P•••• S•• | Private Equity Fund | $26.2M | 4 | Mar 29, 2019 |
| Q•• P•• 2•••• I•••no longer reported | Private Equity Fund | $22.6M | 4 | Sep 28, 2015 |
| R••• P• F••• I• • Q• P• F••• I• S•• S••••••••• • U• S•• A• | Private Equity Fund | $21.9M | 1 | Mar 31, 2021 |
| Q• P•• 2•••• I•••no longer reported | Private Equity Fund | $21.1M | 28 | Sep 28, 2015 |
| Q• P•• 2•••• I•••no longer reported | Private Equity Fund | $12.3M | 3 | Apr 12, 2018 |
| Q• I••••••• I•••no longer reported | Real Estate Fund | $11.6M | 15 | Jun 9, 2016 |
| Q• P•• 2•••• I•••no longer reported | Private Equity Fund | $10.6M | 3 | Apr 12, 2018 |
| Q• K••••• P•• 2•••• I•••no longer reported | Private Equity Fund | $6.2M | 3 | Mar 31, 2017 |
| Q• P•• 2•••• I•••no longer reported | Private Equity Fund | $5.7M | 3 | Apr 12, 2018 |
| Q••••••• E••••••• C••••••••• F••• 2••• L••• | Private Equity Fund | $5.6M | 33 | Sep 28, 2015 |
Owners and control persons
Schedule A and B, latest filing
- C•••••••• B•••••• P• · Managing Partner, D•••••Orcontrolsince 01/2015 · owns less than 5%
- H••••••••• B••••• S••••• · Secretarycontrolsince 09/2023 · owns less than 5%
- S•••••• M•••••••• S•••• · D•••••Orcontrolsince 09/2023 · owns less than 5%
- T•••••••• J••• N•• · D•••••Orcontrolsince 01/2015 · owns less than 5%
- F••••••• M•••••• A•••••• A••••• · Chief Compliance Officersince 01/2015 · owns less than 5%
Entity owners
- Q••••••• C•••••• P••••••• U••• I••• · Sole Memberdirect · owns 75% or more
- B•••••• C•••••• S••• · Shareholderindirect · owns 75% or more of Q••••••• C•••••• P••••••• S•••
- Q••••••• A•• P••••••• U•• L•• · Shareholderindirect · owns 75% or more of Q••••••• C•••••• P••••••• U••• I•••
- Q••••••• C•••••• P••••••• S••• · Managing Memberindirect · owns 75% or more of Q••••••• A•• P••••••• U•• L••
Related persons
Schedule D 7.A
- Q• D••••• S• 2• S•• R•••pooled vehicle sponsorn
- Q• F• G• L•••pooled vehicle sponsorn
- Q• G•• S•• R•••pooled vehicle sponsorn
- Q• M••••••••• L•••investment adviserpooled vehicle sponsorn
- Q• M••••• G• S•• R•••pooled vehicle sponsorn
- Q• P•• S•• R•••pooled vehicle sponsorn
- Q• P• F••• G•pooled vehicle sponsorn
- Q• P•• S•• R•••pooled vehicle sponsorn
- Q• R•• G•pooled vehicle sponsorn
- Q• R•• S•• R•••pooled vehicle sponsorn
- Q••• L•pooled vehicle sponsorn
- Q••••••• ••••••••• L•••broker-dealerinvestment advisern
- Q••••••• 2••• G•• L••pooled vehicle sponsorn
- Q••••••• C•••••• D•••• L•••investment advisern
- Q••••••• C•••••• P••••••• A• S•••investment adviserpooled vehicle sponsorn
- Q••••••• C•••••• P••••••• B••••• F••• G•pooled vehicle sponsorn
- Q••••••• C•••••• P••••••• F••••• S••••investment advisern
- Q••••••• C•••••• P••••••• S••••••••• L••broker-dealern
- Q••••••• C•••••• P••••••• U• L•••investment advisern
- Q••••••• C•••••• P••••••• U••• I•••investment advisery
- Q••••••• E•• 2••• G•• L••pooled vehicle sponsorn
- Q••••••• E•• I• G•• L••pooled vehicle sponsorn
- Q••••••• H••• K••• L•••investment advisern
- Q••••••• H••• K••• S••••••••• L•••broker-dealern
- S•• T•••• ••• L•••n
- S•• T•••• M••••••••• •••• L•••n
Advisers that list Q••••••• C•••••• P••••••• M••••••••• L•• as a related person
- 281404 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 95 to 79Feb 5, 2026 to Mar 30, 2026
- Advisory employees · 23 to 22Feb 5, 2026 to Mar 30, 2026
- BD registered reps · 6 to 7Feb 5, 2026 to Mar 30, 2026
- Pooled vehicle clients · 94 to 79Feb 5, 2026 to Mar 30, 2026
- Assets in custody · $244M to $265MFeb 5, 2026 to Mar 30, 2026
- Employees · 29 to 26Feb 5, 2026 to Mar 30, 2026
- Private funds · 26 to 23Feb 5, 2026 to Mar 30, 2026
- Discretionary RAUM · $249M to $269MFeb 5, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $4.5B to $4.1BFeb 5, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $4.8B to $4.3BFeb 5, 2026 to Mar 30, 2026
- RAUM · $4.8B to $4.3BFeb 5, 2026 to Mar 30, 2026
- Accounts · 109 to 95Jul 24, 2024 to Mar 28, 2025
- Pooled vehicle clients · 109 to 94Jul 24, 2024 to Mar 28, 2025
- Assets in custody · $243M to $244MJul 24, 2024 to Mar 28, 2025
- Employees · 28 to 29Jul 24, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jul 24, 2024 to Mar 28, 2025
- Private funds · 30 to 26Jul 24, 2024 to Mar 28, 2025
- Discretionary RAUM · $250M to $249MJul 24, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $5.1B to $4.5BJul 24, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $5.4B to $4.8BJul 24, 2024 to Mar 28, 2025
- RAUM · $5.4B to $4.8BJul 24, 2024 to Mar 28, 2025
- Accounts · 111 to 109Oct 11, 2023 to Mar 29, 2024
- Pooled vehicle clients · 111 to 109Oct 11, 2023 to Mar 29, 2024
- Assets in custody · $174M to $243MOct 11, 2023 to Mar 29, 2024
- Private funds · 32 to 30Oct 11, 2023 to Mar 29, 2024
- Discretionary RAUM · $208M to $250MOct 11, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $4.3B to $5.1BOct 11, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.5B to $5.4BOct 11, 2023 to Mar 29, 2024
- RAUM · $4.5B to $5.4BOct 11, 2023 to Mar 29, 2024
- Accounts · 108 to 111Aug 24, 2022 to Mar 31, 2023
- Pooled vehicle clients · 108 to 111Aug 24, 2022 to Mar 31, 2023
- Assets in custody · $342M to $174MAug 24, 2022 to Mar 31, 2023
- Discretionary RAUM · $146M to $208MAug 24, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $4.3B to $4.3BAug 24, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $4.4B to $4.5BAug 24, 2022 to Mar 31, 2023
- RAUM · $4.4B to $4.5BAug 24, 2022 to Mar 31, 2023
- Accounts · 106 to 108Sep 29, 2021 to Mar 29, 2022
- Pooled vehicle clients · 106 to 108Sep 29, 2021 to Mar 29, 2022
- Assets in custody · $105M to $342MSep 29, 2021 to Mar 29, 2022
- Discretionary RAUM · $56.0M to $146MSep 29, 2021 to Mar 29, 2022
Signals
5 dated events
- Steven Barry Hammerman (Secretary) appeared on Schedule A of Q••••••• C•••••• P••••••• M••••••••• L••Mar 29, 2024 · Control person joined · fact
- Singh Maninder Saluja (Director) appeared on Schedule A of Q••••••• C•••••• P••••••• M••••••••• L••Mar 29, 2024 · Control person joined · fact
- Nmn Henrik Falktoft (Director) no longer on Schedule A of Q••••••• C•••••• P••••••• M••••••••• L•• (listed 2023-10-11, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Arye Lawrence Neubauer (Director) no longer on Schedule A of Q••••••• C•••••• P••••••• M••••••••• L•• (listed 2019-07-30, absent 2019-11-19)Nov 19, 2019 · Control person left · inference
- Q••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Sep 28, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Q••••••• C•••••• P••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- Q••••••• C•••••• P••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- quilvestcapitalpartners.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-920-3800reportedpublic record, Form ADV, May 28, 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
Across the graphs
Q••••••• C•••••• P••••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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