PitchBook

Simon Quick Advisors Profile

Simon Quick Advisors, founded in 2004 and headquartered in Morristown, New Jersey, is a Registered Investment Adviser wealth management firm specializing in customized multi-manager investment portfolios and consulting services for individuals, families, foundations, and endowments, offering financial, retirement, and estate planning, with assets managed by its executive team and affiliated with Proquility Private Wealth Partners in Las Vegas.

Overview

Simon Quick Advisors is a wealth management firm based in Morristown, New Jersey. Established in 2004, the firm creates customized multi-manager investment portfolios for individuals, families, foundations, and endowments. The firm offers customized investment consulting services to endowments and foundations tasked with the fiduciary responsibility of managing institutional capital. It also offers financial planning, retirement planning, and estate planning based on individual needs. The assets are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

  • Website: simonquickadvisors.com
  • Year Founded: 2004
  • Institution Type: Wealth Management Firm
  • Corporate Office: 360 Mount Kemble Avenue, Morristown, NJ 07960, United States

Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences, and interest in first-time funds.

  • Target PE:
  • Current PE:
  • Target Real Estate:
  • Real Estate:
  • Target Equities:
  • Current Equities:
  • Target Fixed Income:
  • Fixed Income:
  • Target Cash:
  • Current Cash:

Affiliates

Subsidiaries

  • Proquility Private Wealth Partners (Las Vegas, NV)

FAQs

When was Simon Quick Advisors founded?

Simon Quick Advisors was founded in 2004.

Where is Simon Quick Advisors headquartered?

Simon Quick Advisors is headquartered in Morristown, NJ.

How many Assets Under Management (AUM) does Simon Quick Advisors have?

Simon Quick Advisors has assets under management (AUM).