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- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-16-2004
- Office Locations
- 19
Office Locations
About Simon Quick Advisors, LLC
Simon Quick Advisors provides high-touch wealth management for individuals, families, and business owners, combining investment management with proactive tax and estate planning. The firm offers access to sophisticated strategies across private markets, including venture capital, private equity, real estate, and private credit. Employee-owned with ~30 equity holders, it invests alongside clients, with about 10% of AUM representing insiders’ capital (as of 1/1/2025).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK DAVID DELOTTO
Financial Advisor, PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
CHRISTOPHER BRIAN MOORE
Managing Partner, Partner
- CRD
- #3266312
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Joseph A. Belfatto
Managing Partner
- CRD
- --
KRISTIN MCCAMISH BELL
Client Advisor
- CRD
- #3162797
Showing 2 of 63 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,391,142,822 | $2,815,820 |
| Non-Discretionary | $615,669,706 | $7,995,710 |
| Total | $9,006,812,528 | $2,946,291 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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