Quantum Advisors Private Limited
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 141476
· SEC file 801-70375
· Mumbai
· X.com
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ADV data as of Jun 25, 2026
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 3
- Avg AUM / client
- $585M
- Accounts
- 10
- Employees
- 68
AUM over time
$1.1B
$2.9B
Mar 2012
Mar 2026
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $5.5M | 0.31% |
| Investment companies | 1 | $1.1M | 0.06% |
| Pooled investment vehicles (non-investment companies) | 2 | $33.5M | 1.91% |
| Insurance companies | Fewer than 5 clients | $69.2M | 3.94% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $1.6B | 93.7% |
| Other | Fewer than 5 clients | $1.8M | 0.1% |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dayal, Ajit | Founder Shareholder | Jan 1990 (37y) | 25% – 50% | |
| Wadia, Afrid | Head Operations | Jul 2013 (13y) | Less than 5% | |
| Vande Berg, Marsha, Joan | Non Executive Independent Director | Jul 2014 (12y) | Less than 5% | |
| Nanavati, Ajay, Vipin | Non Executive Independent Director | Mar 2019 (7y) | Less than 5% | |
| Chaphekar, Ketav, Yeshwant | Chief Compliance Officer | May 2019 (7y) | Less than 5% | |
| Vakil, Hormazdiyaar, Shiavax | Non Executive Independent Director | Aug 2019 (7y) | Less than 5% | |
| Kadle, Praveen, Purushottam | Non Executive Director | Nov 2020 (6y) | Less than 5% | |
| Subramaniam, Iyer Venkata | Managing Director & Group Head Equities | Jan 2021 (6y) | Less than 5% | |
| Thakkar, Piyush | Chief Executive Officer | Jan 2021 (6y) | Less than 5% | |
| Kak, Nalini | Non Executive Independent Director | Jun 2021 (5y) | Less than 5% | |
| Brodersen, Derek | Non Executive Independent Director | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hwic Asia Fund Class Q Shares | Shareholder | Jul 2016 | A | 25% – 50% |
| Crum & Forster Holdings Corp | Shareholder | Aug 1998 | B | ≈ 4.69% – 25% via United States Fire Insurance Company |
| Fairfax (Us) Inc. | Shareholder | Mar 2002 | B | ≈ 3.52% – 25% via Crum & Forster Holdings Corp |
| Ffhl Group Ltd. | Shareholder | Jan 1994 | B | ≈ 2.64% – 25% via Fairfax (Us) Inc. |
| Fairfax Financial Holdings Limited | Shareholder | Jan 1994 | B | ≈ 1.98% – 25% via Ffhl Group Ltd. |
| Brit Insurance Holdings Limited | Shareholder | Jun 2015 | B | ≈ 4.69% – 25% via Brit Reinsurance (Bermuda) Limited |
| Brit Limited | Shareholder | Jun 2015 | B | ≈ 3.52% – 25% via Brit Insurance Holdings Limited |
| United States Fire Insurance Company | Shareholder | Jan 2018 | B | ≈ 6.25% – 25% via Hwic Asia Fund Class Q Shares |
| Brit Reinsurance (Bermuda) Limited | Shareholder | Jul 2016 | B | ≈ 6.25% – 25% via Hwic Asia Fund Class Q Shares |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Crum & Forster Holdings Corp: 75% – 100% of United States Fire Insurance Company × 25% – 50% of Hwic Asia Fund Class Q Shares × 25% – 50% direct ≈ 4.69% – 25% of the firm
- Fairfax (Us) Inc.: 75% – 100% of Crum & Forster Holdings Corp × 75% – 100% of United States Fire Insurance Company × 25% – 50% of Hwic Asia Fund Class Q Shares × 25% – 50% direct ≈ 3.52% – 25% of the firm
- Ffhl Group Ltd.: 75% – 100% of Fairfax (Us) Inc. × 75% – 100% of Crum & Forster Holdings Corp × 75% – 100% of United States Fire Insurance Company × 25% – 50% of Hwic Asia Fund Class Q Shares × 25% – 50% direct ≈ 2.64% – 25% of the firm
- Fairfax Financial Holdings Limited: 75% – 100% of Ffhl Group Ltd. × 75% – 100% of Fairfax (Us) Inc. × 75% – 100% of Crum & Forster Holdings Corp × 75% – 100% of United States Fire Insurance Company × 25% – 50% of Hwic Asia Fund Class Q Shares × 25% – 50% direct ≈ 1.98% – 25% of the firm
- Brit Insurance Holdings Limited: 75% – 100% of Brit Reinsurance (Bermuda) Limited × 25% – 50% of Hwic Asia Fund Class Q Shares × 25% – 50% direct ≈ 4.69% – 25% of the firm
- Brit Limited: 75% – 100% of Brit Insurance Holdings Limited × 75% – 100% of Brit Reinsurance (Bermuda) Limited × 25% – 50% of Hwic Asia Fund Class Q Shares × 25% – 50% direct ≈ 3.52% – 25% of the firm
- United States Fire Insurance Company: 25% – 50% of Hwic Asia Fund Class Q Shares × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Brit Reinsurance (Bermuda) Limited: 25% – 50% of Hwic Asia Fund Class Q Shares × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Citibank $1.6B (94% of AUM) Jun 2026
- Northern Trust $519M (20% of AUM) Apr 2023
- State Street $285M (12% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗