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Quantum Capital Investments, Inc.

● SEC registered since 2025CRD 156037SEC# 801-132836
Export (members)
Reg. AUM
$153M
Employees
2
Accounts
340
Location

Quantum Capital Investments, Inc. assets under management

Quantum Capital Investments, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $153 million in regulatory assets under management and employs 2 people.

Quantum Capital Investments, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John F Henek ControlChief Compliance Officer/President50-75%2015
Joshua E Betancourt ControlFounder/Partner50-75%2025

Frequently asked questions

How much does Quantum Capital Investments, Inc. manage?

Quantum Capital Investments, Inc. reports $153 million in regulatory assets under management on its Form ADV.

How many employees does Quantum Capital Investments, Inc. have?

Quantum Capital Investments, Inc. reports 2 employees.

Does Quantum Capital Investments, Inc. disclose fund performance?

Quantum Capital Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone708-267-0627
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$153M▲ 22%
Apr '25 — $125MMay '25 — $125MJun '25 — $125MJul '25 — $125MAug '25 — $125MSep '25 — $125MOct '25 — $125MNov '25 — $125MDec '25 — $125MJan '26 — $144MFeb '26 — $144MMar '26 — $144MApr '26 — $144MMay '26 — $144MJun '26 — $153M
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$153Mregulatory AUM
Discretionary $153M