SEC-Registered Investment Adviser
Quantum Financial Partners LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 4, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- February 26, 2026
- Principal office
- 8700 Indian Creek Parkway, Suite 150, Overland Park, KS 66210
- Organized as
- Limited Liability Company, KS
- Fiscal year end
- December
- Other offices
- 1
Scale
- Regulatory AUM
- $148.6M
- Accounts
- 534
- Clients
- 0
- Employees
- 9, 7 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $9.6M
- Fund types
- 1 hedge funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $26.5M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- individuals (other than high net worth) (274); high net worth individuals (42); pooled investment vehicles (1); charitable organizations; other (78)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- other regulator finding of a violation (Item 11D(2))
- other regulator order, denial, suspension or revocation (Item 11D(4))
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from October 12, 2016 to May 28, 2024. Reported sold across them: $26.5M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2016 | 1 | $26.5M | 21 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.