Simon Quick Advisors is a fund manager in Morristown with $4.58 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Massey Quick Simon & Co., LLC, Massey, Quick & Co., LLC
SEC CIK
IRS number
141909645
SEC advisor number
801-63357
FINRA CRD number
132330
AUM ?
$5.10 bn
(as of 30 Mar 23)
Accounts
4,811
(as of 30 Mar 23)
Employees
75
(28 investment advisory or research)
Address
Simon Quick Advisors
360 MOUNT KEMBLE AVE
MORRISTOWN
NJ 07960
360 MOUNT KEMBLE AVE
MORRISTOWN
NJ 07960
Phone
9735251000
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Simon Quick Advisors, LLC | $4.58 bn | |
Simon Quick Chapin Master Fund QP, LLC | $131.17 mm | Other Private Fund |
Simon Quick Chapin Fund QP, LTD. | ||
Simon Quick Chapin Fund QP, LLC | ||
Simon Quick Chapin Master Fund, LLC | $48.36 mm | Other Private Fund |
Simon Quick Chapin Fund, LLC | ||
Simon Quick Chapin Fund, LTD. | ||
Simon Quick Global Equities Fund QP, LP | $207.03 mm | Other Private Fund |
Simon Quick Global Equities Fund, LP | $58.98 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21