{"url":"https://nivawealth.com/firms/qep-advisers-174733","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/174733","regulatoryAum":28772157615,"crd":"174733","secFileNumber":"801-88204","legalName":"Qep Advisers, LLC","displayName":"Qep Advisers","website":null,"linkedinUrl":"https://www.linkedin.com/company/quantum-energy-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"800 Capitol Street, Suite 3600","city":"Houston","state":"TX","stateName":"Texas","country":"United States","postalCode":"77002"},"tradeNames":[],"registration":{"secApproved":"13 April 2015","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":144,"advisory":65,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":28772157615,"discretionaryAccounts":71,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":71,"regulatoryAum":28772157615}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Qep Advisers has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Sidney Vanloh","title":"Chief Executive Officer","crd":"2319246"},{"name":"Ajay Khurana","title":"President","crd":"2773689"},{"name":"Michael Denham","title":"Partner, Chief Financial Officer","crd":"6028459"},{"name":"Alexander Baillie","title":"Chief Operating Officer","crd":"2649458"},{"name":"Sharmin Beacco","title":"Chief Compliance Officer","crd":"7285691"},{"name":"James Baird","title":"Partner, General Counsel Emeritus","crd":"6028482"},{"name":"Roman Bejger","title":"Partner, General Counsel","crd":"5982140"},{"name":"Donald Scott","title":"Executive Vice Chairman","crd":"2257157"}],"ownership":[{"label":"Qep Partners, LP","detail":"Sole member in the 75% or more ownership band and a control person, since December 2014."},{"label":"Qep Holdings, LLC","detail":"Indirect owner: partner of Qep Partners, LP and a control person, since December 2014.","parent":"Qep Partners, LP"},{"label":"Olea Partners I, LP (F/K/A Trinity Equity Partners I, LP)","detail":"Indirect owner: a member of Quest WD40, LLC in the 25% to 50% band and a control person, since December 2014.","parent":"Quest WD40, LLC"},{"label":"Sidney Vanloh","detail":"Indirect owner: a partner of Olea Partners I, LP (F/K/A Trinity Equity Partners I, LP) in the 25% to 50% band and a control person, since May 1998.","parent":"Olea Partners I, LP (F/K/A Trinity Equity Partners I, LP)"},{"label":"Jennifer Vanloh","detail":"Indirect owner: a partner of Olea Partners I, LP (F/K/A Trinity Equity Partners I, LP) in the 25% to 50% band and a control person, since May 1998.","parent":"Olea Partners I, LP (F/K/A Trinity Equity Partners I, LP)"},{"label":"Quest Advisor Holdings, LLC","detail":"Indirect owner: a partner of Qep Partners, LP in the 75% or more band and a control person, since January 2020.","parent":"Qep Partners, LP"},{"label":"Quest WD40, LLC","detail":"Indirect owner: a member of Quest Advisor Holdings, LLC in the 75% or more band and a control person, since January 2020.","parent":"Quest Advisor Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"390 Park Avenue","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"800 Capitol Street, Suite 3600","city":"Houston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"713-452-2000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":71},"sources":{"adv1FilingDate":"30 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/174733/PDF/174733.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Qep Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Qep Advisers offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Qep Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Qep Advisers?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Qep Advisers get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}