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.
SEC-registered adviser
Quid Capital Group Holdings, LLC
Latest filing Mar 31, 2026
First filing on the tape Jun 30, 2020 · 16 filings
SEC status approved since Jul 30, 2020
RAUM
$7.8B
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
9
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
36
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$7.8B as of Mar 31, 2026
Mar 30, 2021$791M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20210 then
Employees (5.A)9 as of Mar 31, 2026
Mar 30, 202112 then
Private funds36 as of Mar 31, 2026
Mar 30, 202128 then
RAUM +121% over the last fiscal year+63% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 31, 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
- $194MderivedRAUM 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
- +121%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $278M, 9 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
- 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)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$7.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 40reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $278M for 9 clientsreported
- Compensation
- % of AUM, fixed, 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
44 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Quid Capital Fund III, LLC | Other Private Fund | $503M | 4 | Mar 31, 2023 |
| Quid Capital Fund, LLC | Other Private Fund | $224M | 23 | Mar 30, 2021 |
| Troy Capital Partners Sx Vi, LLC | Venture Capital Fund | $171M | 12 | Mar 27, 2019 |
| Troy Capital Partners Sx Viii, LP | Venture Capital Fund | $158M | 20 | Mar 27, 2019 |
| Tcp Exploration Fund 2021, LP | Venture Capital Fund | $87.5M | 10 | Mar 31, 2022 |
| Tcp Exploration Fund II 2021, LP | Venture Capital Fund | $79.7M | 7 | Mar 31, 2022 |
| Tcp Exploration Fund 2022, LP | Venture Capital Fund | $70.4M | 10 | Mar 31, 2023 |
| Troy Capital Partners Sx II, LLC | Venture Capital Fund | $68.9M | 9 | Mar 27, 2019 |
| Troy Capital Partners Sx 2020, LLC (Series 4) | Venture Capital Fund | $48.0M | 13 | Mar 31, 2022 |
| Troy Capital Partners Sx I, LLC | Venture Capital Fund | $42.0M | 9 | Mar 27, 2019 |
| Troy Capital Partners Sx Xiv, LLC (Series 1) | Venture Capital Fund | $36.8M | 15 | Jun 30, 2020 |
| Troy Capital Partners Sx Xiv, LLC (Series 4) | Venture Capital Fund | $35.1M | 11 | Mar 30, 2021 |
| Tcp Archer Aviation, LLCno longer reported | Venture Capital Fund | $34.2M | 39 | Mar 30, 2021 |
| Tcp Exploration Fund 2023, LP | Venture Capital Fund | $33.4M | 6 | Mar 31, 2023 |
| Troy Capital Partners Sx 2020, LLC (Series 3) | Venture Capital Fund | $29.3M | 17 | Mar 31, 2022 |
| Troy Capital Group Intermediate Spv, LLC | Other Private Fund | $28.7M | 1 | Mar 23, 2020 |
| Troy Capital Partners Sx IV, LLC (Series 3) | Venture Capital Fund | $28.6M | 1 | Mar 30, 2021 |
| Troy Capital Partners Sx III, LLC | Venture Capital Fund | $23.8M | 6 | Mar 27, 2019 |
| Troy Capital Partners Sx 2020, LLC (Series 2) | Venture Capital Fund | $22.9M | 4 | Mar 30, 2021 |
| Troy Capital Partners Sx 2020, LLC (Series 1) | Venture Capital Fund | $22.1M | 6 | Mar 30, 2021 |
| Troy Capital Partners Mvp Sx Vii, LLC | Venture Capital Fund | $21.8M | 1 | Mar 27, 2019 |
| Troy Capital Partners Sx Ix, LLC | Venture Capital Fund | $21.8M | 4 | Mar 23, 2020 |
| Troy Capital Partners Sx IV, LLC (Series 2) | Venture Capital Fund | $20.1M | 7 | Mar 30, 2021 |
| Troy Capital Partners Sx Xiv, LLC (Series 2) | Venture Capital Fund | $20.0M | 6 | Jun 30, 2020 |
| Troy Capital Partners Sx X, LLC | Venture Capital Fund | $18.8M | 13 | Mar 23, 2020 |
| Troy Capital Partners Sx IV, LLC (Series 1) | Venture Capital Fund | $18.3M | 1 | Mar 27, 2019 |
| Tcp Exploration Fund II 2022, LP | Venture Capital Fund | $18.1M | 1 | Mar 31, 2023 |
| Tcp Exploration Fund III 2023, LP | Venture Capital Fund | $16.7M | 6 | Mar 28, 2024 |
| Quid III Fund A Spv, LLC | Other Private Fund | $16.4M | 3 | Mar 28, 2024 |
| Troy Capital Partners Sx Xi, LLC | Venture Capital Fund | $14.2M | 6 | Mar 23, 2020 |
| Troy Capital Partners Sx 2020, LLC (Series 5) | Venture Capital Fund | $13.8M | 1 | Mar 31, 2022 |
| Mac Investors I, LP | Venture Capital Fund | $13.3M | 1 | Mar 28, 2024 |
| Troy Capital Partners Sx V, LLC | Venture Capital Fund | $12.0M | 4 | Mar 27, 2019 |
| Tcp Exploration Fund II 2023, LP | Venture Capital Fund | $9.9M | 3 | Mar 28, 2024 |
| Troy Capital Partners Fund I, LP | Venture Capital Fund | $7.6M | 45 | Mar 27, 2019 |
| Troy Capital Partners Sx Xv, LLC | Venture Capital Fund | $7.0M | 1 | Jun 30, 2020 |
| Troy Capital Partners Sx Xii, LLC | Venture Capital Fund | $1.9M | 1 | Jun 30, 2020 |
| Tcp Malloy Space Ventures, LLC | Venture Capital Fund | $1.8M | 1 | Mar 31, 2023 |
| Troy Capital Partners Sx Xiv, LLC (Series 3) | Venture Capital Fund | $1.3M | 3 | Mar 30, 2021 |
| Troy Capital Partners Bd I, LLCno longer reported | Venture Capital Fund | $1.1M | 22 | Mar 27, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Leigh Josh Berman · Managercontrolsince 06/2017 · owns 10% to 25%
- Myung Soo Park · Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- Christopher Brian Sullivan · Membercontrolsince 06/2017 · owns 5% to 10%
- Albert Anthony Tucker · Managercontrolsince 06/2017 · owns 10% to 25%
- Kumar Samit Varma · Membercontrolsince 01/2022 · owns 10% to 25%
- Leigh Josh Berman · Membercontrolsince 03/2023 · owns 25% to 50% of Quid Capital III Carry Vehicle, L.P.
- Albert Anthony Tucker · Membercontrolsince 03/2023 · owns 25% to 50% of Quid Capital III Carry Vehicle, L.P.
- Hull Landon Gyulay · Managersince 01/2022 · owns 10% to 25%
Entity owners
- Quid Capital III Carry Vehicle, L.P. · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Quid Capital Group Holdings, LLCpooled vehicle sponsorn
- Quid Capital Manager, LLCpooled vehicle sponsorn
- Troy Capital Partners Gp, LLCinvestment adviserpooled vehicle sponsorn
- Troy Capital Partners X Gp, LLCinvestment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- employee count dropChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 15.0 to 9.0 (-40.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +3.0% (595 comparable advisers, 0.0th percentile of changes)peers: asset managers, $5B to $20B (595) · 0.2% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $3,515,401,005 to $7,762,526,892 (+121.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +13.0% (631 comparable advisers, 98.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 98% percentile
What changed
consecutive filings, newest first
- Advisory employees · 5 to 6May 15, 2025 to Mar 31, 2026
- Assets in custody · $309M to $278MMay 15, 2025 to Mar 31, 2026
- Employees · 15 to 9May 15, 2025 to Mar 31, 2026
- Other offices · 0 to 1May 15, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.5B to $7.8BMay 15, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.5B to $7.8BMay 15, 2025 to Mar 31, 2026
- RAUM · $3.5B to $7.8BMay 15, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 15, 2025
- Accounts · 45 to 40Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 45 to 40Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $340M to $309MMar 28, 2024 to Mar 28, 2025
- Employees · 17 to 15Mar 28, 2024 to Mar 28, 2025
- Private funds · 41 to 36Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.0B to $3.5BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.0B to $3.5BMar 28, 2024 to Mar 28, 2025
- RAUM · $2.0B to $3.5BMar 28, 2024 to Mar 28, 2025
- Accounts · 41 to 45May 1, 2023 to Mar 28, 2024
- Advisory employees · 8 to 5May 1, 2023 to Mar 28, 2024
- Pooled vehicle clients · 41 to 45May 1, 2023 to Mar 28, 2024
- Assets in custody · $374M to $340MMay 1, 2023 to Mar 28, 2024
- Employees · 14 to 17May 1, 2023 to Mar 28, 2024
- Private funds · 37 to 41May 1, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.0B to $2.0BMay 1, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.0B to $2.0BMay 1, 2023 to Mar 28, 2024
- RAUM · $2.0B to $2.0BMay 1, 2023 to Mar 28, 2024
- Assets in custody · $361M to $374MMar 31, 2023 to Apr 28, 2023
- Discretionary RAUM · $1.8B to $2.0BMar 31, 2023 to Apr 28, 2023
- Pooled vehicle RAUM · $1.8B to $2.0BMar 31, 2023 to Apr 28, 2023
- RAUM · $1.8B to $2.0BMar 31, 2023 to Apr 28, 2023
- Accounts · 37 to 41Sep 7, 2022 to Mar 31, 2023
- Advisory employees · 7 to 8Sep 7, 2022 to Mar 31, 2023
- Advisory activities · 2 to 1Sep 7, 2022 to Mar 31, 2023
- Pooled vehicle clients · 37 to 41Sep 7, 2022 to Mar 31, 2023
- Assets in custody · $272M to $361MSep 7, 2022 to Mar 31, 2023
- Employees · 13 to 14Sep 7, 2022 to Mar 31, 2023
- Private funds · 35 to 37Sep 7, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.3B to $1.8BSep 7, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.3B to $1.8BSep 7, 2022 to Mar 31, 2023
- RAUM · $1.3B to $1.8BSep 7, 2022 to Mar 31, 2023
- Accounts · 31 to 37Mar 7, 2022 to Mar 31, 2022
Signals
8 dated events
- Quid Capital Group Holdings, Llc reported RAUM $7.8B, up 121% from $3.5B (2025-05-15 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Quid Capital Group Holdings, Llc reported RAUM $3.5B, up 79% from $2.0B (2024-03-28 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Quid Capital Group Holdings, Llc reported RAUM $1.8B, up 40% from $1.3B (2022-09-07 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Quid Capital Group Holdings, Llc reported RAUM $1.3B, up 61% from $790.6M (2022-03-07 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Michael David Eisler (Chief Compliance Officer) no longer on Schedule A of Quid Capital Group Holdings, Llc (listed 2021-04-22, absent 2022-02-08)Feb 8, 2022 · Control person left · inference
- Soo Park (Chief Compliance Officer) appeared on Schedule A of Quid Capital Group Holdings, LlcFeb 8, 2022 · Control person joined · fact
- Quid Capital Group Holdings, Llc reported RAUM $790.6M, up 174% from $288.3M (2020-12-02 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Troy Capital Group filed its initial SEC registration (Form ADV)Jun 30, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Quid Capital Group Holdings, LLC · Independent Sponsorsshared crd · capital_provider
- Quid Capital Group Holdings, LLC · Private Equityshared crd · organization
- Quid Capital Group Holdings, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/troy-capital-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/getquidreportedpublic record, Form ADV, Sep 17, 2026
- Website
- getquid.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 424-238-2927reportedpublic record, Form ADV, Mar 31, 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