SIMON QUICK ADVISORS, LLC
CRD #132330 SEC #801-63357 MORRISTOWN, NJ 973-525-1000
SEC Registered Private Funds
Total AUM
$7.1B
Discretionary
$6.5B
Employees
90
Clients
51
Accounts
3,710
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $7.1B | $6.5B | $557.3M | 90 | 0 |
| Jun 2025 | $7.1B | $6.5B | $557.3M | 90 | 0 |
| May 2025 | $6.7B | $6.2B | $557.3M | 84 | 0 |
| Apr 2025 | $6.7B | $6.2B | $557.3M | 84 | 0 |
| Mar 2025 | $6.7B | $6.2B | $557.3M | 84 | 0 |
| Mar 2024 | $5.8B | $5.3B | $481.4M | 83 | 0 |
| Mar 2023 | $5.1B | $4.5B | $565.5M | 75 | 0 |
| Nov 2022 | $4.6B | $3.6B | $1B | 58 | 0 |
| Sep 2022 | $4.6B | $3.6B | $1B | 58 | 0 |
| Jun 2022 | $4.6B | $3.6B | $1B | 58 | 0 |
| Apr 2022 | $4.6B | $3.6B | $1B | 58 | 0 |
| Mar 2022 | $4.6B | $3.6B | $1B | 58 | 0 |
| Sep 2021 | $3.9B | $3.1B | $770.4M | 58 | 0 |
| Mar 2021 | $3.9B | $3.1B | $770.4M | 58 | 0 |
| Sep 2020 | $3.4B | $2.5B | $877.2M | 57 | 0 |
| Jun 2020 | $3.4B | $2.5B | $877.2M | 57 | 0 |
| Jun 2020 | $3.4B | $2.5B | $877.2M | 57 | 0 |
| Mar 2020 | $3.4B | $2.5B | $877.2M | 57 | 0 |
| Dec 2019 | $3B | $2B | $978M | 53 | 0 |
| Jul 2019 | $3B | $2B | $978M | 53 | 0 |
| Apr 2019 | $3B | $2B | $978M | 53 | 0 |
| Mar 2019 | $3B | $2B | $978M | 53 | 0 |
| Jan 2019 | $3B | $1.9B | $1.2B | 47 | 2 |
| Jan 2019 | $3B | $1.9B | $1.2B | 47 | 2 |
| Dec 2018 | $3B | $1.9B | $1.2B | 47 | 2 |
| Nov 2018 | $3B | $1.9B | $1.2B | 47 | 2 |
| May 2018 | $3B | $1.9B | $1.2B | 47 | 2 |
| Mar 2018 | $3B | $1.9B | $1.2B | 47 | 2 |
| Sep 2017 | $2.4B | $1.6B | $829.5M | 45 | 200 |
| Apr 2017 | $1.9B | $776.7M | $1.2B | 28 | 200 |
| Mar 2017 | $1.9B | $776.7M | $1.2B | 27 | 200 |
| Dec 2016 | $2B | $862.3M | $1.1B | 29 | 200 |
| Sep 2016 | $2B | $862.3M | $1.1B | 29 | 200 |
| Jul 2016 | $2B | $862.3M | $1.1B | 29 | 200 |
| May 2016 | $2B | $862.3M | $1.1B | 29 | 200 |
| May 2016 | $2B | $862.3M | $1.1B | 29 | 200 |
| Mar 2016 | $2B | $862.3M | $1.1B | 29 | 200 |
| Apr 2015 | $2.6B | $719.9M | $1.9B | 26 | 300 |
| Mar 2015 | $2.6B | $719.9M | $1.9B | 26 | 300 |
| Dec 2014 | $2.4B | $499.4M | $1.9B | 23 | 200 |
| Sep 2014 | $2.4B | $499.4M | $1.9B | 23 | 200 |
| Aug 2014 | $2.4B | $499.4M | $1.9B | 23 | 200 |
| Mar 2014 | $2.4B | $499.4M | $1.9B | 23 | 200 |
| Apr 2013 | $2.1B | $399M | $1.8B | 20 | 200 |
| Apr 2013 | $2.1B | $399M | $1.8B | 20 | 200 |
| Mar 2013 | $2.1B | $399M | $1.8B | 20 | 200 |
| Oct 2012 | $2.8B | $260.6M | $2.6B | 11 | 200 |
| Jul 2012 | $2.8B | $260.6M | $2.6B | 11 | 200 |
| Mar 2012 | $2.8B | $260.6M | $2.6B | 11 | 200 |
| Jul 2011 | $3B | $332.5M | $2.7B | -- | -- |
| Mar 2011 | $3B | $332.5M | $2.7B | -- | -- |
| Dec 2010 | $1.4B | $275.1M | $1.1B | -- | -- |
| Dec 2010 | $1.4B | $275.1M | $1.1B | -- | -- |
| Apr 2010 | $1.4B | $275.1M | $1.1B | -- | -- |
| Mar 2009 | $1.1B | $137.5M | $974.3M | -- | -- |
| Mar 2007 | $876.9M | $865.8M | $11.1M | 10 | -- |
| Mar 2006 | $621.2M | $0 | $621.2M | 10 | -- |
| Jun 2005 | $354M | $0 | $354M | 10 | -- |
| Jun 2005 | $354M | $354M | $0 | 10 | -- |
| Jan 2005 | $354M | $354M | $0 | 10 | -- |
| Dec 2004 | $354M | $354M | $0 | 10 | -- |
| Aug 2004 | $0 | $0 | $0 | 10 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$7.1B
Discretionary$6.5B
Non-Disc.$557.3M
Employees90
Clients0
DateJun 2025
Total AUM$7.1B
Discretionary$6.5B
Non-Disc.$557.3M
Employees90
Clients0
DateMay 2025
Total AUM$6.7B
Discretionary$6.2B
Non-Disc.$557.3M
Employees84
Clients0
DateApr 2025
Total AUM$6.7B
Discretionary$6.2B
Non-Disc.$557.3M
Employees84
Clients0
DateMar 2025
Total AUM$6.7B
Discretionary$6.2B
Non-Disc.$557.3M
Employees84
Clients0
DateMar 2024
Total AUM$5.8B
Discretionary$5.3B
Non-Disc.$481.4M
Employees83
Clients0
DateMar 2023
Total AUM$5.1B
Discretionary$4.5B
Non-Disc.$565.5M
Employees75
Clients0
DateNov 2022
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1B
Employees58
Clients0
DateSep 2022
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1B
Employees58
Clients0
DateJun 2022
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1B
Employees58
Clients0
DateApr 2022
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1B
Employees58
Clients0
DateMar 2022
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1B
Employees58
Clients0
DateSep 2021
Total AUM$3.9B
Discretionary$3.1B
Non-Disc.$770.4M
Employees58
Clients0
DateMar 2021
Total AUM$3.9B
Discretionary$3.1B
Non-Disc.$770.4M
Employees58
Clients0
DateSep 2020
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$877.2M
Employees57
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$877.2M
Employees57
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$877.2M
Employees57
Clients0
DateMar 2020
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$877.2M
Employees57
Clients0
DateDec 2019
Total AUM$3B
Discretionary$2B
Non-Disc.$978M
Employees53
Clients0
DateJul 2019
Total AUM$3B
Discretionary$2B
Non-Disc.$978M
Employees53
Clients0
DateApr 2019
Total AUM$3B
Discretionary$2B
Non-Disc.$978M
Employees53
Clients0
DateMar 2019
Total AUM$3B
Discretionary$2B
Non-Disc.$978M
Employees53
Clients0
DateJan 2019
Total AUM$3B
Discretionary$1.9B
Non-Disc.$1.2B
Employees47
Clients2
DateJan 2019
Total AUM$3B
Discretionary$1.9B
Non-Disc.$1.2B
Employees47
Clients2
DateDec 2018
Total AUM$3B
Discretionary$1.9B
Non-Disc.$1.2B
Employees47
Clients2
DateNov 2018
Total AUM$3B
Discretionary$1.9B
Non-Disc.$1.2B
Employees47
Clients2
DateMay 2018
Total AUM$3B
Discretionary$1.9B
Non-Disc.$1.2B
Employees47
Clients2
DateMar 2018
Total AUM$3B
Discretionary$1.9B
Non-Disc.$1.2B
Employees47
Clients2
DateSep 2017
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$829.5M
Employees45
Clients200
DateApr 2017
Total AUM$1.9B
Discretionary$776.7M
Non-Disc.$1.2B
Employees28
Clients200
DateMar 2017
Total AUM$1.9B
Discretionary$776.7M
Non-Disc.$1.2B
Employees27
Clients200
DateDec 2016
Total AUM$2B
Discretionary$862.3M
Non-Disc.$1.1B
Employees29
Clients200
DateSep 2016
Total AUM$2B
Discretionary$862.3M
Non-Disc.$1.1B
Employees29
Clients200
DateJul 2016
Total AUM$2B
Discretionary$862.3M
Non-Disc.$1.1B
Employees29
Clients200
DateMay 2016
Total AUM$2B
Discretionary$862.3M
Non-Disc.$1.1B
Employees29
Clients200
DateMay 2016
Total AUM$2B
Discretionary$862.3M
Non-Disc.$1.1B
Employees29
Clients200
DateMar 2016
Total AUM$2B
Discretionary$862.3M
Non-Disc.$1.1B
Employees29
Clients200
DateApr 2015
Total AUM$2.6B
Discretionary$719.9M
Non-Disc.$1.9B
Employees26
Clients300
DateMar 2015
Total AUM$2.6B
Discretionary$719.9M
Non-Disc.$1.9B
Employees26
Clients300
DateDec 2014
Total AUM$2.4B
Discretionary$499.4M
Non-Disc.$1.9B
Employees23
Clients200
DateSep 2014
Total AUM$2.4B
Discretionary$499.4M
Non-Disc.$1.9B
Employees23
Clients200
DateAug 2014
Total AUM$2.4B
Discretionary$499.4M
Non-Disc.$1.9B
Employees23
Clients200
DateMar 2014
Total AUM$2.4B
Discretionary$499.4M
Non-Disc.$1.9B
Employees23
Clients200
DateApr 2013
Total AUM$2.1B
Discretionary$399M
Non-Disc.$1.8B
Employees20
Clients200
DateApr 2013
Total AUM$2.1B
Discretionary$399M
Non-Disc.$1.8B
Employees20
Clients200
DateMar 2013
Total AUM$2.1B
Discretionary$399M
Non-Disc.$1.8B
Employees20
Clients200
DateOct 2012
Total AUM$2.8B
Discretionary$260.6M
Non-Disc.$2.6B
Employees11
Clients200
DateJul 2012
Total AUM$2.8B
Discretionary$260.6M
Non-Disc.$2.6B
Employees11
Clients200
DateMar 2012
Total AUM$2.8B
Discretionary$260.6M
Non-Disc.$2.6B
Employees11
Clients200
DateJul 2011
Total AUM$3B
Discretionary$332.5M
Non-Disc.$2.7B
Employees--
Clients--
DateMar 2011
Total AUM$3B
Discretionary$332.5M
Non-Disc.$2.7B
Employees--
Clients--
DateDec 2010
Total AUM$1.4B
Discretionary$275.1M
Non-Disc.$1.1B
Employees--
Clients--
DateDec 2010
Total AUM$1.4B
Discretionary$275.1M
Non-Disc.$1.1B
Employees--
Clients--
DateApr 2010
Total AUM$1.4B
Discretionary$275.1M
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2009
Total AUM$1.1B
Discretionary$137.5M
Non-Disc.$974.3M
Employees--
Clients--
DateMar 2007
Total AUM$876.9M
Discretionary$865.8M
Non-Disc.$11.1M
Employees10
Clients--
DateMar 2006
Total AUM$621.2M
Discretionary$0
Non-Disc.$621.2M
Employees10
Clients--
DateJun 2005
Total AUM$354M
Discretionary$0
Non-Disc.$354M
Employees10
Clients--
DateJun 2005
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--