Qem Advisers, LLC (Houston)


Qem Advisers, LLC is a large advisory firm based in Houston. It manages $336.15 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012.

Qem Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Qem Advisers: assets under management

The assets under management (AUM) of Qem Advisers, LLC is $336.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $336.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Qem Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Qem Advisers serves?

The only and largest group of clients of Qem Advisers is pooled investment vehicles with 6 clients and $336.15 million of assets under management. Among the 11 most similar advisory firms, Qem Advisers has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $336.15 million for 6 clients. None of the firm’s clients are foreign persons or businesses.

Qem Advisers also advises several private funds. Namely, six private equity funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $5,000,000.

Careers at Qem Advisers, LLC

The company employs 61 people that are either part- or full-time employees. 8 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Llc Qem Management joined the executive team most recently as the Sole Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Qem Management Sole member 1 Dec 2011 75% - 100% 20-1806264
Sidney Wilbert Vanloh Chief executive officer 1 Dec 2011 Other 2319246
Michael Allen Denham Chief financial officer, chief compliance officer 1 Dec 2011 Other 6028459
James Vernon Baird Managing director, general counsel 1 Dec 2011 Other 6028482

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Sidney Wilbert Vanloh Partner 1 May 1998 25% - 50% 2319246
Jennifer Fry Vanloh Partner 1 May 1998 25% - 50% 5126511
Toby Randolph Neugebauer Partner 1 Jun 1998 25% - 50% 5126549
Melissa Ann Neugebauer Partner 1 Jun 1998 25% - 50% 5126568
Lp Trinity Equity Partners I Member 1 Apr 2004 75% - 100% 76-0569578
Ltd. Blackstone Investments I Member 1 Apr 2004 25% - 50% 75-2767713

Based in Houston

The principal office where Qem Advisers, LLC performs its advisory services is located at 1401 Mckinney Street, Houston, TX 77010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-452-2000 or by fax 713-452-2100. The normal business hours are 8 to 5 on Monday - Friday. You can find more information about the New York firm at quantumep.com.