SourcingSourcing

QMP MANAGEMENT, LLC

B63
CRD 285478·SEC 801-118581·DALLAS, TX
AUM
$174.3M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$523K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QMP MANAGEMENT, LLC
CRD
285478
SEC file #
801-118581
EIN
000000000
DBA names
—

Economics

AUM
$174.3M
AUM band
$100M-$500M
AUM trajectory
'21'26
$263.1M → $174.3M▼ -34%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
4 advisors → 3 advisors▼ -25%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
linkedin.com/company/quadrant-finance-partners/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QUADRANT MEZZANINE INVESTORS,
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
QUADRANT MEZZANINE INVESTORS,
HERLITZ, GRANT, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:qmp.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001774952
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2019-04-25
Edgar Last Filing Date
2019-04-25
Edgar Form D Count
1
Edgar Form D Offerings
2019-04-252019-04-25 · 0001774952-19-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
C/O QMP MANAGEMENT, LLC8333 DOUGLAS AVE, SUITE 1350DALLAS, TX 75225
Business
C/O QMP MANAGEMENT, LLC8333 DOUGLAS AVE, SUITE 1350DALLAS, TX 75225
Edgar EIN
000000000
Edgar Recent Filings
D2019-04-25 · 0001774952-19-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
HERLITZ, GRANT, DAVID
Direct Owner · 17.5%
6712284
WEINREB, DAVID, REED
Direct Owner · 17.5%
6712282
ZEITMAN, ANDREW, STEVEN
Direct Owner · 17.5%
4609120
STRIPH, DAVID, (NMN)
Executive Officer · 2.5%
6712287