Quantum Capital Management is an investment advisor in San Francisco with $153.10 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
208178659
SEC advisor number
801-67571
FINRA CRD number
143150
AUM ?
$153.10 mm
(as of 12 May 20)
Accounts
197
(as of 12 May 20)
Employees
6
(3 investment advisory or research)
Address
Quantum Capital Management
311 CALIFORNIA STREET SUITE 510
SAN FRANCISCO
CA 94104
311 CALIFORNIA STREET SUITE 510
SAN FRANCISCO
CA 94104
Office hours
Monday - Friday, 8:00AM - 4:00PM
Phone
415-738-0288
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Aschwald, Howard, Bernard | Chief Investment Officer | 08/1996 | < 5% |
Young, Daniel, Craig | Chief Compliance Officer | 08/2014 | < 5% |
Sinatra, Peter, Charles | Chief Executive Officer | 01/2010 | < 5% |
Sterling Bank and Trust, FSB | Direct Owner/parent Holding Company | 04/2017 | > 75% |
Sterling Bancorp, Inc. | Parent Holding Company | 04/1994 | > 75% |
K.i.s.s. Dynasty Trust No. 9 | Shareholder | 05/2006 | 25-50% |
Rubenstein, Erwin, Aaron | Trustee | 05/2006 | |
the First National Bank In Sioux Falls | Trustee | 05/2006 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
10 Aug 20
13F-HR
Quarterly holdings report by institutional manager
22 May 20
13F-HR
Quarterly holdings report by institutional manager
21 Feb 20
13F-HR
Quarterly holdings report by institutional manager
15 Nov 19
13F-HR
Quarterly holdings report by institutional manager
14 Aug 19
13F-HR
Quarterly holdings report by institutional manager
3 May 19
13F-HR
Quarterly holdings report by institutional manager
11 Feb 19
13F-HR
Quarterly holdings report by institutional manager
8 Nov 18
13F-HR
Quarterly holdings report by institutional manager
14 Aug 18