Quantum Financial Partners LLC

Quantum Financial Partners provides investment advisory and portfolio management services to individuals (including high‑net‑worth clients), family trusts, corporations, foundations, and small businesses, primarily through tailored management of individual accounts. The firm also acts as a manager for outside sub‑advisors with client approval and accepts both discretionary and some non‑discretionary engagements.

The firm’s investment process combines fundamental, technical, and quantitative analysis to select publicly traded equities, bonds, mutual funds, ETFs and limited partnerships, and it may use short sales, margin and option strategies depending on account type. Quantum manages accounts on a discretionary basis and additionally operates a pooled limited partnership (Octopus LP) that invests in a mix of equities and fixed‑income securities and is structured with an asset‑based fee plus a performance incentive fee subject to a hurdle and state offering restrictions.

Quantum is notable among similar team firms for sponsoring and serving as general partner of a private pooled investment vehicle, charging performance‑based fees to that fund, and managing pooled vehicle assets alongside client accounts — practices that are relatively uncommon for its peer group. The firm reports about $94.8 million in discretionary assets, uses an independent custodian for client accounts, and maintains third‑party administration and annual audits for the pooled fund while describing internal trade allocation procedures intended to address potential side‑by‑side conflicts.