Simon Quick Advisors, LLC
● SEC registered since 2004CRD 132330SEC# 801-63357Morristown, NJ
Ranks #929 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$9.01B
Fund GAV
$421.1M
Private funds
5
Employees
97
Accounts
3,057
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 $9 billion in regulatory assets under management and employs 97 people. Simon Quick Advisors, LLC manages 5 private funds with combined gross assets of $421.1 million, including Simon Quick Chapin Master Fund Qp, LLC. By regulatory assets, it ranks 929 of 6,004 private fund managers.
Simon Quick Advisors, LLC private funds
5 funds · $421.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Simon Quick Chapin Master Fund Qp, LLC | Other Private | $175.9M | $1M |
| Simon Quick Global Equities Fund Qp, LP | Other Private | $160.9M | $1M |
| Simon Quick Chapin Master Fund, LLC | Other Private | $44.9M | $1M |
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Join to unlock · $37/moSimon Quick Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Brian Moore Control | Managing Partner | 10-25% | 2013 |
| Joseph Andrew Belfatto Control | Managing Partner | 5-10% | 2007 |
| Mark David Delotto | Partner | 10-25% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Simon Quick Advisors, LLC manage?
Simon Quick Advisors, LLC reports $9 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 5 private funds with combined gross assets of $421.1 million.
How many employees does Simon Quick Advisors, LLC have?
Simon Quick Advisors, LLC reports 97 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
| Address | 360 Mt. Kemble Ave, Morristown, NJ 07960 |
| Phone | 973-525-1000 |
| Fax | 973-525-1100 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1692038 |
| Discloses disciplinary history | No |
Regulatory AUM
$9.01B▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
AUM vs fund managersTop 15%
Larger than 85% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$9.01Bregulatory AUM
Discretionary $8.39BNon-discretionary $615.7M
Fund type mix
Other Private4
Private Equity1
Service providers
Auditor
Custodian
Administrator