AltMountain

Simon Quick Advisors, LLC

Morristown, NJ · CRD 132330
Private equity manager

Simon Quick Advisors, LLC is an SEC-registered investment adviser based in Morristown, NJ that reports managing 5 private funds on Form ADV, including 1 private equity fund. It reports $9.0 billion in regulatory assets under management. Its private funds hold $421.1 million in gross assets.

Regulatory assets under management
$9.0 billionForm ADV Item 5.F
Gross assets of private funds
$421.1 millionAll private fund types, Form ADV
Private funds managed
5PE 1 · VC 0 · hedge 0
Employees
97Form ADV Item 5.A
Registration
SEC-registered adviserCRD 132330
Latest Form ADV
07/28/2026Disciplinary disclosures: none reported

Private equity funds filing Form D (1)

Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.

Private investment funds filing Form D (6)

Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.

Private funds reported on Form ADV (4)

Fund
Gross assets
Minimum
Owners
Adviser
Simon Quick Global Equities Fund QP, LP
Delaware, United StatesPrivate fund
Gross assets$148M
Minimum$1.0M
Owners106
AdviserSimon Quick Advisors, LLC
Simon Quick Chapin Master Fund QP, LLC
Delaware, United StatesPrivate fund
Gross assets$136M
Minimum$1.0M
Owners140
AdviserSimon Quick Advisors, LLC
Simon Quick Chapin Master Fund, LLC
Delaware, United StatesPrivate fund
Gross assets$44.1M
Minimum$1.0M
Owners60
AdviserSimon Quick Advisors, LLC
Simon Quick Global Equities Fund, LP
Delaware, United StatesPrivate fund
Gross assets$37.7M
Minimum$1.0M
Owners44
AdviserSimon Quick Advisors, LLC

As reported in the adviser's Form ADV filed Mar 27, 2024. Funds also listed from Form D are shown above.

From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures