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••••••• F••••
Legal name Q••••••• C•••• A•••••••• L••
Latest filing Mar 24, 2026
First filing on the tape Oct 19, 2023 · 10 filings
SEC status approved since Nov 16, 2023
RAUM
$133M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
32%
$42.4M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$133M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$133M as of Mar 24, 2026
Mar 21, 2024$2 then
HNW client RAUM$40.9M as of Mar 24, 2026
Mar 20, 2025$32.3M then
State-registered IARs (5.B.3)1 as of Mar 24, 2026
Mar 21, 20240 then
Employees (5.A)4 as of Mar 24, 2026
Mar 21, 20244 then
Private funds: no history
RAUM +135% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
Archetypes, each a printed rule
- dual wealth and asset m•••••• · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $133MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 29derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $1.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +135%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +38%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for investment companies, selection of other advisersreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$90.8M68%
- High-net-worth individuals$40.9M31%
- Individuals$1.4M1.1%
- Individual clients
- 6reported
- HNW clients
- 23reported
- 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 AUMreported
- Class basis
- private_client_share=0.32 fund_share=0.68 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D••••• L•• | Sacramento, Ca | Nov 19, 2023 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D••••••••• D••••• M• · Managing Membercontrolsince 07/2023 · owns 75% or more
- L••• D••••• · Chief Operating Officercontrolsince 07/2023 · owns less than 5%
- M•••••••• J•••• T••••• · Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
Related persons
Schedule D 7.A
- B• P•••••••••n
- B• P••••••••• I•n
- D••• V••••••• I• L••n
- D••• V••••••• L••pooled vehicle sponsorn
- D•• 4••• L••pooled vehicle sponsorn
- F•••••••• C•••••• P••••••• L••investment advisern
- G••••••••• S•••• C••••••• O••••••••• Z••• F••• 2••••••••pooled vehicle sponsorn
- Q••••••• C••••• L••pooled vehicle sponsorn
- U•••••••• C•••••• M•••••• L••pooled vehicle sponsorn
- W•• B• L•• • 2•••n
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 24, 2026selection of other advisers (Item 5.G.7): no on the filing of 2025-03-20, yes on the filing of 2026-03-24peers: independent wealth managers, $100M to $500M (5,678)
- RAUM up 50 %Change between filings · filing Mar 24, 2026RAUM (Item 5.F) moved from $56,671,385 to $133,172,257 (+135.0%) between the annual amendments of 2025-03-20 and 2026-03-24; the peer median change was +15.0% (4549 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,549) · 99% percentile
- client mix shiftChange between filings · filing Mar 24, 2026private-client share of RAUM moved from 57.0% to 32.0% between the annual amendments of 2025-03-20 and 2026-03-24peers: independent wealth managers, $100M to $500M (5,678)
- HNW share shiftChange between filings · filing Mar 24, 2026HNW share of RAUM moved from 57.0% to 31.0% between the annual amendments of 2025-03-20 and 2026-03-24peers: independent wealth managers, $100M to $500M (5,678)
What changed
consecutive filings, newest first
- Accounts · 18 to 71Mar 20, 2025 to Mar 24, 2026
- Advisory employees · 3 to 2Mar 20, 2025 to Mar 24, 2026
- Advisory activities · 2 to 3Mar 20, 2025 to Mar 24, 2026
- BD registered reps · 1 to 0Mar 20, 2025 to Mar 24, 2026
- HNW clients · 16 to 23Mar 20, 2025 to Mar 24, 2026
- Individual clients · 5 to 6Mar 20, 2025 to Mar 24, 2026
- Employees · 3 to 4Mar 20, 2025 to Mar 24, 2026
- Discretionary RAUM · $56.7M to $133MMar 20, 2025 to Mar 24, 2026
- HNW RAUM · $32.3M to $40.9MMar 20, 2025 to Mar 24, 2026
- Individual RAUM · unset to 1427472.0Mar 20, 2025 to Mar 24, 2026
- RAUM · $56.7M to $133MMar 20, 2025 to Mar 24, 2026
- HNW clients · 17 to 16Oct 28, 2024 to Mar 20, 2025
- Individual clients · unset to 5.0Oct 28, 2024 to Mar 20, 2025
- Financial planning clients · unset to Oct 28, 2024 to Mar 20, 2025
- HQ city · unset to Oct 28, 2024 to Mar 20, 2025
- HQ state · unset to Oct 28, 2024 to Mar 20, 2025
- State-registered IARs · 0 to 1Oct 28, 2024 to Mar 20, 2025
- Discretionary RAUM · $35.6M to $56.7MOct 28, 2024 to Mar 20, 2025
- HNW RAUM · $31.6M to $32.3MOct 28, 2024 to Mar 20, 2025
- RAUM · $35.6M to $56.7MOct 28, 2024 to Mar 20, 2025
- Accounts · 1 to 18May 13, 2024 to Oct 28, 2024
- Advisory activities · 1 to 2May 13, 2024 to Oct 28, 2024
- HNW clients · unset to 17.0May 13, 2024 to Oct 28, 2024
- Employees · 4 to 3May 13, 2024 to Oct 28, 2024
- Discretionary RAUM · $2 to $35.6MMay 13, 2024 to Oct 28, 2024
- HNW RAUM · unset to 31600000.0May 13, 2024 to Oct 28, 2024
- RAUM · $2 to $35.6MMay 13, 2024 to Oct 28, 2024
- Advisory employees · 2 to 3Mar 11, 2024 to Mar 21, 2024
- Employees · 2 to 4Mar 11, 2024 to Mar 21, 2024
- Accounts · unset to 1.0Feb 9, 2024 to Mar 11, 2024
- Discretionary RAUM · unset to 2.0Feb 9, 2024 to Mar 11, 2024
- Non-discretionary RAUM · unset to 0.0Feb 9, 2024 to Mar 11, 2024
- RAUM · unset to 2.0Feb 9, 2024 to Mar 11, 2024
- Related adviser · false to trueOct 19, 2023 to Dec 23, 2023
Signals
2 dated events
- Thomas John Mcdevitt (Chief Compliance Officer) appeared on Schedule A of Q••••••• F••••Feb 9, 2024 · Control person joined · fact
- Q••••••• F•••• filed its initial SEC registration (Form ADV)Oct 19, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/quantifychaosreportedpublic record, Form ADV, Sep 19, 2026
- Firm profile
- linkedin.com/company/quantifyfundsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- q•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 917-696-6359reportedpublic record, Form ADV, Mar 24, 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
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $133Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026