Qep Advisers, Llc
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 174733
· SEC file 801-88204
· Houston, TX
· www.linkedin.com
☆ Save with Pro
ADV data as of Jun 30, 2026
- Regulatory AUM
- $28.8B
- Discretionary
- $28.8B
- Clients
- 71
- Avg AUM / client
- $405M
- Accounts
- 71
- Employees
- 144
AUM over time
$2.9B
$28.8B
Dec 2014
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 71 | $28.8B | 100.0% |
Private funds (48)
View all →Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $21.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Quantum Energy Partners Vii, Lp | Private Equity Fund | Delaware | $3.9B | 186 |
| Quantum Energy Partners Vi, Lp | Private Equity Fund | Delaware | $2.3B | 146 |
| Quantum Energy Partners Viii, Lp | Private Equity Fund | Delaware | $2.2B | 127 |
| Quantum Parallel Partners Vii D, Lp | Private Equity Fund | Delaware | $1.3B | 31 |
| Hercules Cv, Lp | Private Equity Fund | Delaware | $1.2B | 59 |
| Ql Capital Partners, Lp | Private Equity Fund | Delaware | $1.2B | 32 |
| Quantum Capital Solutions Ii, Lp | Private Equity Fund | Delaware | $738M | 20 |
| Quantum Parallel Partners Vi C, Lp | Private Equity Fund | Delaware | $582M | 49 |
| Qcs Ii (1), Lp | Private Equity Fund | Delaware | $575M | 9 |
| Quantum Parallel Partners Vi D, Lp | Private Equity Fund | Delaware | $563M | 21 |
| Rockcliff Co Investment Partners, Lp | Private Equity Fund | Delaware | $538M | 25 |
| Quantum Parallel Partners Viii D, Lp | Private Equity Fund | Delaware | $529M | 31 |
| Quantum Parallel Partners Vii B, Lp | Private Equity Fund | Delaware | $506M | 13 |
| Qlcp (1), Lp | Private Equity Fund | Delaware | $435M | 11 |
| Quantum Energy Partners Vii Co Investment Fund, Lp | Private Equity Fund | Delaware | $416M | 92 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vanloh, Jennifer, Fry | Partner | May 1998 (28y) | ≈ 2.64% – 25% via Trinity Equity Partners I, Lp | |
| Vanloh, Sidney, Wilbert | Chief Executive Officer | May 1998 (28y) | ≈ 2.64% – 25% via Trinity Equity Partners I, Lp | |
| Verma, Dheeraj, Nmn | Partner | Dec 2010 (16y) | ≈ 2.64% – 25% via Buttermilk Investments, Lp | |
| Verma, Michele, Moritis | Partner | Dec 2010 (16y) | ≈ 2.64% – 25% via Buttermilk Investments, Lp | |
| Baird, James, Vernon | Partner, General Counsel Emeritus | Apr 2014 (12y) | Less than 5% | |
| Khurana, Ajay, Nmn | Co President | Apr 2022 (4y) | Less than 5% | |
| Baillie, Alexander, Charles | Co President | Sep 2022 (4y) | Less than 5% | |
| Beacco, Sharmin, Vaidwattee | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Berger, Roman | Partner, General Counsel | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Qep Partners, Lp | Sole Member | Dec 2014 | A | 75% or more |
| Quest Advisor Holdings, Llc | Partner | Jan 2020 | B | ≈ 56.25% – 100% via Qep Partners, Lp |
| Quest Wd40, Llc | Member | Jan 2020 | B | ≈ 42.19% – 100% via Quest Advisor Holdings, Llc |
| Trinity Equity Partners I, Lp | Member | Dec 2014 | B | ≈ 10.55% – 50% via Quest Wd40, Llc |
| Buttermilk Investments, Lp | Member | Dec 2015 | B | ≈ 10.55% – 50% via Quest Wd40, Llc |
| Qep Holdings, Llc | Partner | Dec 2014 | B | GP / trustee / elected manager of Qep Partners, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Vanloh, Jennifer, Fry: 25% – 50% of Trinity Equity Partners I, Lp × 25% – 50% of Quest Wd40, Llc × 75% – 100% of Quest Advisor Holdings, Llc × 75% – 100% of Qep Partners, Lp × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Vanloh, Sidney, Wilbert: 25% – 50% of Trinity Equity Partners I, Lp × 25% – 50% of Quest Wd40, Llc × 75% – 100% of Quest Advisor Holdings, Llc × 75% – 100% of Qep Partners, Lp × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Verma, Dheeraj, Nmn: 25% – 50% of Buttermilk Investments, Lp × 25% – 50% of Quest Wd40, Llc × 75% – 100% of Quest Advisor Holdings, Llc × 75% – 100% of Qep Partners, Lp × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Verma, Michele, Moritis: 25% – 50% of Buttermilk Investments, Lp × 25% – 50% of Quest Wd40, Llc × 75% – 100% of Quest Advisor Holdings, Llc × 75% – 100% of Qep Partners, Lp × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Quest Advisor Holdings, Llc: 75% – 100% of Qep Partners, Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Quest Wd40, Llc: 75% – 100% of Quest Advisor Holdings, Llc × 75% – 100% of Qep Partners, Lp × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Trinity Equity Partners I, Lp: 25% – 50% of Quest Wd40, Llc × 75% – 100% of Quest Advisor Holdings, Llc × 75% – 100% of Qep Partners, Lp × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Buttermilk Investments, Lp: 25% – 50% of Quest Wd40, Llc × 75% – 100% of Quest Advisor Holdings, Llc × 75% – 100% of Qep Partners, Lp × 75% – 100% direct ≈ 10.55% – 50% 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.
Private funds (48, $21.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Quantum Energy Partners Vii, Lp | Private Equity Fund | $3.9B | $10.0M | 186 |
| Quantum Energy Partners Vi, Lp | Private Equity Fund | $2.3B | $10.0M | 146 |
| Quantum Energy Partners Viii, Lp | Private Equity Fund | $2.2B | $10.0M | 127 |
| Quantum Parallel Partners Vii D, Lp | Private Equity Fund | $1.3B | $10.0M | 31 |
| Hercules Cv, Lp | Private Equity Fund | $1.2B | $10.0M | 59 |
| Ql Capital Partners, Lp | Private Equity Fund | $1.2B | $10.0M | 32 |
| Quantum Capital Solutions Ii, Lp | Private Equity Fund | $738M | $10.0M | 20 |
| Quantum Parallel Partners Vi C, Lp | Private Equity Fund | $582M | $10.0M | 49 |
| Qcs Ii (1), Lp | Private Equity Fund | $575M | $10.0M | 9 |
| Quantum Parallel Partners Vi D, Lp | Private Equity Fund | $563M | $10.0M | 21 |
| Rockcliff Co Investment Partners, Lp | Private Equity Fund | $538M | $10.0M | 25 |
| Quantum Parallel Partners Viii D, Lp | Private Equity Fund | $529M | $10.0M | 31 |
| Quantum Parallel Partners Vii B, Lp | Private Equity Fund | $506M | $10.0M | 13 |
| Qlcp (1), Lp | Private Equity Fund | $435M | $10.0M | 11 |
| Quantum Energy Partners Vii Co Investment Fund, Lp | Private Equity Fund | $416M | $10.0M | 92 |
| Quantum Energy Partners Viii Co Investment Fund, Lp | Private Equity Fund | $408M | $10.0M | 78 |
| Qlcp Parallel Partners D, Lp | Private Equity Fund | $335M | $10.0M | 13 |
| Quantum Energy Partners Vii D Co Investment Fund, Lp | Private Equity Fund | $320M | $10.0M | 9 |
| Qlcp (3 A), Lp | Private Equity Fund | $315M | $10.0M | 2 |
| Qco I (1), Lp | Private Equity Fund | $301M | $10.0M | 3 |
| Quantum Parallel Partners Vi B, Lp | Private Equity Fund | $270M | $10.0M | 8 |
| Qco Watauga, Lp | Private Equity Fund | $251M | $10.0M | 2 |
| Qlcp Co Investment Fund, Lp | Private Equity Fund | $247M | $10.0M | 11 |
| Quantum Parallel Partners Vi C(d), Lp | Private Equity Fund | $199M | $10.0M | 13 |
| Qem Vi Affiliates, Lp | Private Equity Fund | $159M | $10.0M | 44 |
Top 25 of 48 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 14.8 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 pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗