RIA Intelligence

QUANTUM PORTFOLIO MANAGEMENT, LLC

CRD #326280 SEC #801-127936 NEW YORK, NY 212-466-6760
SEC Registered
Total AUM
$295.1M
Discretionary
$295.1M
Employees
5
Clients
--
Accounts
267

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 13, 2025
Branch Offices
1
LEI
0002003672

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CUTTER, MARIAIPARTNER-VP OPERATIONSNA Control
CUTTER, MARIAIPARTNER-VP OPERATIONSNA Control
Duprau, Jon, AIMANAGING DIRECTORNA Control
Duprau, Jon, AIMANAGING PARTNERNA Control
Duprau, Jon, AIMANAGING DIRECTORNA Control
Duprau, Jon, AIMANAGING DIRECTORNA Control
Duprau, Jon, AIMANAGING DIRECTORNA Control
Duprau, Jon, AIMANAGING DIRECTORNA Control
Duprau, Jon, AIMANAGING PARTNERNA Control
Duprau, Jon, AIMANAGING PARTNERNA Control
Duprau, Jon, AIMANAGING PARTNERNA Control
KEITNER, ANN, FREEMANICHIEF COMPLIANCE OFFICERNA
KEITNER, ANN, FREEMANICHIEF COMPLIANCE OFFICERNA
KEITNER, ANN, FREEMANICHIEF COMPLIANCE OFFICERNA
Lee, MariaIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
Lee, MariaICHIEF COMPLIANCE OFFICERNA Control
Lee, MariaIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
Lee, MariaIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
Lee, MariaIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
Lee, MariaIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
Lee, MariaIPARTNERNA Control
FORESIDE INVESTMENT COMPANYDEMEMBERE Control
GRAMERCY FOUNDATIONDEMEMBERE Control
GRAMERCY FOUNDATIONDEMEMBERE Control
GRAMERCY FOUNDATIONDEMEMBERE Control
GRAMERCY FOUNDATIONDEMEMBERE Control
ARAX WEALTH MANAGEMENT, LLCDEOWNERD Control
ARAX WEALTH MANAGEMENT, LLCDEOWNERD Control
ARAX WEALTH MANAGEMENT, LLCDEOWNERD Control
ARAX WEALTH MANAGEMENT, LLCDEOWNERD Control
SUPERDEX MIV LLCDEOWNERC Control
SUPERDEX MIV LLCDEOWNERC Control
SUPERDEX MIV LLCDEOWNERC Control
SUPERDEX MIV LLCDEOWNERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
REDBIRD CAPITAL PARTNERS FUND IV GEN PAR LLCDEARAX BUSINESS TRUST, LLCF Control
ARAX BUSINESS TRUST, LLCDEARAX INVESTMENT PARTNERS, LLCE Control
ARAX INVESTMENT PARTNERS, LLCDEARAX MIDCO LLCE Control
ARAX MIDCO LLCDEARAX WEALTH MANAGEMENT, LLCE Control
Duprau, Jon, AIFORESIDE INVESTMENT COMPANYE Control
Duprau, Jon, AIGRAMERCY FOUNDATIONE Control
Duprau, Jon, AIGRAMERCY FOUNDATIONE Control
Duprau, Jon, AIGRAMERCY FOUNDATIONE Control
Duprau, Jon, AIGRAMERCY FOUNDATIONE Control
FORESIDE INVESTMENT COMPANYDEINDEX CAPITAL PARTNERS LLCE Control
INDEX CAPITAL PARTNERS LLCDESUPERDEX MIV LLCE Control

Registrations

Federal

IA
Jun 13, 2025 REGISTERED

Notice Filings (3)

CA NY TX

Address

10 E. 53RD STREET
SUITE 1400
NEW YORK, NY 10022
United States
Phone: 212-466-6760