# Simon Quick Advisors

Simon Quick Advisors is a Multi Family Office based in Morristown, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Morristown, United States
- **Region:** North America
- **Address:** Morristown, NJ, United States
- **Founded:** 2004
- **Assets under management:** 7.1B (Altss estimate)
- **Website:** simonquickadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/simonquickadvisors

## Regulatory record

- **CRD number:** 132330
- **SEC file number:** 801-63357
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132330

## About

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.

## Sectors

- Private Equity
- Real Estate
- Private Credit

## People

- Leslie Quick III — Founding Partner

## 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.

### 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.

### 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.

## Related profiles

- [LaunchCapital](https://altss.com/profile/launchcapital-karen-pritzker-and-michael-vlock-family-office)
- [Crestwood Advisors Group](https://altss.com/profile/crestwood-advisors-group-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/simon-quick-advisors-llc

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