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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 118 21.65%
of those in investment advisory functions 68 385.71%
Registration SEC, Approved, 3/30/2012
AUM* 539,702,786 -37.57%
of that, discretionary 539,702,786 -37.57%
Private Fund GAV* 539,702,787 -37.57%
Avg Account Size 59,966,976 -37.57%
SMA’s No
Private Funds 9
Contact Info 713 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 2B 2B 1B 608M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$539,702,787

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Brochure Summary

Overview

Quantum Advisers, LLC, a Delaware limited liability company, was formed in December 2011 to be the SEC registered investment adviser providing advisory services to investment funds sponsored by Quantum prior to 2008 (each, an “Advisory Client” 0F 1). Quantum Advisers is wholly owned by Quantum Energy Partners, LLC, whose principal indirect owner is S. Wil VanLoh, Jr. Quantum Energy Partners and its affiliates rebranded under the common name Quantum Capital Group in May 2023. Quantum was founded in 1998 and has become one of the leading providers of private capital to the global energy industry, managing a family of energy-focused investment funds with a primary emphasis in the oil and gas, midstream, power generation and oilfield service sectors. Today, Quantum has a platform of investment strategies to take advantage of a wide array of opportunities within the energy ecosystem by making private equity and equity-related investments, as well as investments in credit in energy-related assets and companies (including but not limited to energy-alternative, electric, renewables and energy infrastructure, energy technology). These funds and related investment vehicles, including parallel and co-investment entities, are the Advisory Clients for which Quantum Advisers and its related persons will direct the investment activities in accordance with the terms and provisions of the documents governing such entities. Interests in Quantum-sponsored investment funds are privately offered only to qualified investors (institutional investors and high net worth individuals) pursuant to exemptions available under the Securities Act of 1933, as amended, and the regulations promulgated thereunder. None of the funds are registered with the SEC as investment companies based on specific exclusions from the Investment Company Act of 1940, as amended. Affiliates of Quantum may invest in or alongside such Advisory Clients. In addition, a limited number of qualified individuals who are not employees of Quantum but who have pre-existing business relationships with Quantum or possess specific industry expertise may also invest in or alongside Advisory Clients. Quantum from time to time may also establish other investment vehicles for the purpose of purchasing one or more investments from an Advisory Client
(often where the selling Advisory Client is approaching the end of its term) in connection with or alongside another Advisory Client making an investment. Quantum is managed by a core group of energy experts who have spent most of their careers evaluating, managing, and financing investments across multiple energy sectors and related markets. This group is complemented by a highly qualified team of energy investment professionals. Mr. VanLoh, with input from other key members of Quantum is responsible for overall management of Quantum’s activities. Quantum’s Investment Committees, comprised of 1 “Advisory Client” means any account or fund for which Quantum provides investment advice on a discretionary or nondiscretionary basis. The investors and other persons who invest in Quantum’s Advisory Clients are generally referred to herein as “investors.” Unless otherwise expressly stated herein, the term “Advisory Clients” does not include “investors.” Mr. VanLoh and other key members of Quantum, are responsible for making recommendations with respect to investments to be made by Advisory Clients. Investors and prospective investors in each Advisory Client should refer to the governing documents of that Advisory Client for information on the investment objectives and investment restrictions, fees and expenses, conflicts, and other pertinent information with respect to that Advisory Client. There can be no assurance that any Advisory Client’s investment objectives will be achieved. Quantum’s services are generally not tailored to the individualized needs of any particular investor of any Advisory Client (unless the investor entered into a separate investment advisory agreement with Quantum). Since Quantum does not provide individualized advice to investors (and an investment in an Advisory Client does not, in and of itself, create an advisory relationship between the investor and Quantum), investors must consider whether a particular Advisory Client meets their investment objectives and risk tolerance prior to investing. Quantum will accept separately managed accounts or funds of one investor if certain requirements are met. As of December 31, 2023, Quantum Advisers managed approximately $539,702,786 in regulatory assets under management, all of which was managed on a discretionary basis.