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Simon Quick Advisors
Simon Quick Advisors was established in 2004 by Leslie Quick III and the Simon family. The underlying capital originated from the Quick & Reilly brokerage exit...
Simon Quick Advisors
Simon Quick Advisors was established in 2004 by Leslie Quick III and the Simon family. The underlying capital originated from the Quick & Reilly brokerage exit and William E. Simon’s private investments. In 2017 the firm merged with William E. Simon & Sons. The firm allocates across public equities, private equity, private credit, and real estate. It deploys through fund commitments, direct co-investments, and proprietary vehicles including the Simon Quick Chapin Master Fund and MT Kemble Value Equity Fund. Activity centers on North America with exposure to buyout, growth, and early-stage opportunities. Confirmed holdings include mixed-use real estate and opportunity-zone projects. The team includes Joseph Belfatto and Christopher Moore as managing partners. Additional offices are not disclosed. Principals Leslie Quick III and Peter Simon maintain memberships in YPO and Tiger 21. No operational events from the last 24 months appear in available records. The firm maintains separate philanthropic structures through the Quick Family Foundation and William E. Simon Foundation. Governance separates investment management from grant-making activities.
General information
Firm type
Multi Family Office
Year founded
2004
AUM
7.1B (Altss estimate)
Location
Region
North America
Country
United States
City
Morristown
Corporate office
Morristown, NJ, United States
Principals
Leslie Quick III
Founding Partner
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Simon Quick Advisors?
Leslie Quick III serves as founding partner. Joseph Belfatto and Christopher Moore act as managing partners with day-to-day oversight of allocations and client mandates.
How does Simon Quick Advisors source proprietary deal flow?
The firm leverages relationships from the Quick & Reilly sale and Simon family network. It also participates in YPO and Tiger 21 for peer-sourced opportunities.
Is Simon Quick Advisors structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office. The firm advises multiple families, foundations, and endowments rather than concentrating on a single lineage.
Does Simon Quick Advisors participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to external funds and maintains internal vehicles such as the Simon Quick Global Equities Fund and opportunity-zone projects.
Where does the underlying wealth come from?
Capital traces to the 2004 sale of Quick & Reilly brokerage and William E. Simon’s private investment portfolio.
Does Simon Quick Advisors maintain philanthropic structures, and how are they separated?
Yes. The Quick Family Foundation and William E. Simon Foundation operate alongside the investment platform with distinct governance.
What investment stages does Simon Quick Advisors typically target?
The firm covers buyout, growth, seed, Series A, and Series B stages through its fund-of-funds and direct channels.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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