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SIMON QUICK ADVISORS, LLC

dba SIMON QUICK ADVISORS, LLC · CRD 132330 · Registered Investment Adviser

Custody via related personManages private funds

SIMON QUICK ADVISORS, LLC is a Registered Investment Adviser headquartered in MORRISTOWN, NJ. The firm reports $9,006,812,528 in regulatory assets under management across 3,057 accounts, and manages 5 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$8,391,142,822
Non-discretionary$615,669,706
Total RAUM$9,006,812,528
Accounts3,057

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 132330. adviserinfo.sec.gov/firm/summary/132330.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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