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Simon Quick Advisors, LLC

● SEC registered since 2004CRD 132330SEC# 801-63357Morristown, NJ
Export (members)
Ranks #845 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$7.07B
Fund GAV
$398.5M
Private funds
4
Employees
90
Accounts
3,710
Location
Morristown, NJ

Simon Quick Advisors, LLC assets under management

Simon Quick Advisors, LLC operates as an SEC-registered investment adviser based in Morristown, NJ. The firm has been registered since 2004. It reports $7.1 billion in regulatory assets under management and employs 90 people. Simon Quick Advisors, LLC manages 4 private funds with combined gross assets of $398.5 million, including Simon Quick Global Equities Fund Qp, LP. By regulatory assets, it ranks 845 of 5,911 private fund managers.

Simon Quick Advisors, LLC private funds

4 funds · $398.5M GAV
FundTypeGross assetsMin.
Simon Quick Global Equities Fund Qp, LPOther Private$165M$1M
Simon Quick Chapin Master Fund Qp, LLCOther Private$149.4M$1M
Simon Quick Chapin Master Fund, LLCOther Private$44.7M$1M
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Simon Quick Advisors, LLC owners & executives

11 reported
NameTitleOwnershipSince
Christopher Brian Moore ControlManaging Partner10-25%2013
Joseph Andrew Belfatto ControlManaging Partner5-10%2007
Leslie Charles Quick IIIFounding Partner5-10%2004
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Frequently asked questions

How much does Simon Quick Advisors, LLC manage?

Simon Quick Advisors, LLC reports $7.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Simon Quick Advisors, LLC manage?

Simon Quick Advisors, LLC manages 4 private funds with combined gross assets of $398.5 million.

How many employees does Simon Quick Advisors, LLC have?

Simon Quick Advisors, LLC reports 90 employees.

Where is Simon Quick Advisors, LLC located?

Simon Quick Advisors, LLC is based in Morristown, NJ and has been SEC-registered since 2004.

Does Simon Quick Advisors, LLC disclose fund performance?

Simon Quick Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address360 Mt. Kemble Ave, Morristown, NJ 07960
Phone973-525-1000
Fax973-525-1100
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1692038
Discloses disciplinary historyNo

Assets under management

Discretionary$6.52B
Non-discretionary$557.3M
Total (RAUM)$7.07B

Service providers