Quantum Resources Advisors, LLC (Houston)

Name: Quantum Resources Advisors, LLC
Address: 5 Houston Center, 1401 Mckinney Street, Houston, TX, 77010
Telephone: 713-452-2200

Quantum Resources Advisors, LLC is a large advisory firm based in Houston. It manages $1.13 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.

Quantum Resources Advisors provides asset management for private funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quantum Resources Advisors: assets under management

The assets under management (AUM) of Quantum Resources Advisors, LLC is $1.13 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $376.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quantum Resources Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Quantum Resources Advisors, LLC

Llc Quantum Resources Management joined the executive team most recently as the Sole Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan L. Smith	Chief executive officer	1 Apr 2009	Other	6008278
Gregory S. Roden	Vp & general counsel, chief compliance officer	1 Aug 2009	Other	6008279
John H. Campbell	President, chief operating officer of qrf	1 Sep 2010	Other	6027798
Jesse Boyd Heath	Chief financial officer	1 Oct 2011	Other	2769217
Llc Quantum Resources Management	Sole member	1 Nov 2011	75% - 100%	32-0173374

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sidney Wilbert Vanloh	Partner	1 May 1998	75% - 100%	2319246
Jennifer Fry Vanloh	Partner	1 May 1998	75% - 100%	5126511
Toby Randolph Neugebauer	Partner	1 Jun 1998	25% - 50%	5126549
Melissa Ann Neugebauer	Partner	1 Jun 1998	25% - 50%	5126568
Lp Stanford Energy Partners	Partner	1 Jan 2000	75% - 100%	99-9999999
Alexis Mount Cranberg	Limited partner	1 Jan 2000	50% - 75%	5707751
Cws Limited Liability Company	Limited partner	1 Jan 2000	25% - 50%	99-9999999
Lp Qr Holdings	Limited partner	1 Jan 2006	50% - 75%	20-5495835
Llc Aspect Asset Management	Limited partner	1 Mar 2006	25% - 50%	20-8835215
Lp Trinity Equity Partners I	Member	1 Apr 2006	25% - 50%	76-0569578
Ltd. Blackstone Investments I	Member	1 Apr 2006	25% - 50%	75-2767713
Lp Qa Holdings	Sole member	1 Aug 2006	75% - 100%	20-5495835

Based in Houston

The principal office where Quantum Resources Advisors, LLC performs its advisory services is located at 5 Houston Center, 1401 Mckinney Street, Houston, TX 77010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-452-2200 or by fax 713-452-2231. The normal business hours are 8 to 5 on Monday - Friday. You can find more information about the New York firm at www.qracq.com.