Clients
Qep Advisers serves 71 clients. The average client has about $405 million with the firm.
- Pooled investment vehicles71 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 71 | $28,772,157,615 | 100.0% | $405.2M |
| Total | 71 | $28,772,157,615 | 100% | $405.2M |
- Clients
- 71
- Regulatory AUM
- $28,772,157,615
- Share
- 100.0%
- Avg. per client
- $405.2M
Total
- Clients
- 71
- Regulatory AUM
- $28,772,157,615
- Share
- 100%
- Avg. per client
- $405.2M
What it does
Qep Advisers provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Qep Advisers advises 71 private funds.
100.0% of assets ($28.77B across 71 accounts) are managed with discretion. 1% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Qep Advisers has custody of client assets.
- All other custodians$28.77B100%
Ownership and leadership
Qep Partners, LP owns 75% or more of Qep Advisers, and Sidney Vanloh is its CEO.
- Owns 75% or more of Qep Advisers, LLC
Qep Partners, LP
Control person · since December 2014
- Owns 75% or more of Qep Partners, LP
Quest Advisor Holdings, LLC
Control person · since January 2020
- Owns 75% or more of Quest Advisor Holdings, LLC
Quest WD40, LLC
Control person · since January 2020
- Owns 25% to 50% of Quest WD40, LLC
Olea Partners I, LP (F/K/A Trinity Equity Partners I, LP)
Control person · since December 2014
- Owns 25% to 50% of Olea Partners I, LP (F/K/A Trinity Equity Partners I, LP)
Sidney Vanloh
Control person · since May 1998
- Owns 25% to 50% of Olea Partners I, LP (F/K/A Trinity Equity Partners I, LP)
Jennifer Vanloh
Control person · since May 1998
Qep Holdings, LLC
Partner · Control person · since December 2014
Leadership
- Sidney VanlohChief Executive Officer
- Ajay KhuranaPresident
- Michael DenhamPartner, Chief Financial Officer
- Alexander BaillieChief Operating Officer
- Sharmin BeaccoChief Compliance Officer
- James BairdPartner, General Counsel Emeritus
- Roman BejgerPartner, General Counsel
- Donald ScottExecutive Vice Chairman
Staff
- 144 employees
- 65 in advisory functions
Fees
Qep Advisers is paid through a percentage of assets under management and performance-based fees.
Qep Advisers’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Qep Advisers has 1 office, with 2 listed addresses across 2 states.
New York · 1 listed address
- 390 Park Avenue, New York
Texas · 1 listed address
- 800 Capitol Street, Suite 3600, HoustonHQ
Registration details
- Legal name
- Qep Advisers, LLC
- Headquarters
- 800 Capitol Street, Suite 3600, Houston, TX 77002
- Phone
- 713-452-2000
- Website
- Not reported
- SEC file
- 801-88204
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Qep Advisers have?
Qep Advisers has 71 clients and manages $28.8 billion for them, as of June 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does Qep Advisers offer?
Qep Advisers provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Qep Advisers have?
Qep Advisers has 0 investment adviser representatives registered with state securities authorities, out of 144 employees, and 65 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Qep Advisers?
Qep Advisers is owned through a chain of holding companies by Sidney and Jennifer Vanloh. Its direct owner is Qep Partners, LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does Qep Advisers get paid?
Qep Advisers is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file