qp
Quad Partners LLC
SEC-regulated
Registered investment advisor
QUAD PARTNERS LLC is an investment management firm established in 1999, registered with the SEC, providing advisory services to private pooled investment vehicles focused on equity investments in education and training sectors. The firm's principal owner is Lincoln E. Frank. QUAD does not tailor services to individual needs, serving only the Funds. The minimum initial capital contribution for the Funds is $5,000,000. As of December 31, 2024, QUAD had approximately $732M in discretionary assets under management. Fees are negotiated with Limited Partners and typically include Management Fees up to 2% of capital committed to the Funds. QUAD does not participate in wrap fee programs. The firm's investment strategy involves making long-term equity investments in privately held education companies. QUAD conducts extensive due diligence and reviews investments continually. The firm has a Code of Ethics, ensuring client interests are prioritized. QUAD has no disciplinary history and does not engage in proprietary trading. The firm exercises full investment discretion for the Funds and has custody of the portfolio assets. QUAD votes on corporate matters when required and maintains financial stability.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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