Wealth Manager Simon Quick Enters Private Equity Arena with $60 Million Initial Close
Simon Quick Advisors, a national independent wealth management and multi-family office firm, has launched its first dedicated private equity vehicle, Simon Quick Private Equity Fund I LP.
The fund held its initial closing recently, securing approximately $60 million in commitments. It is targeting a total size of $100 million by the end of 2026, with additional closes planned through early 2027.
The launch reflects Simon Quick’s long-standing activity in private markets and its effort to provide clients with more streamlined access to private equity investments. As companies remain private longer — with the median age of companies going public now at 13 years, up from 10 years in 2018 — investors are seeking broader diversification and exposure to the expanding private markets universe.
The new fund-of-funds structure allows Simon Quick’s investment team to allocate capital across a diversified set of managers and select direct opportunities, rather than requiring clients to evaluate and commit to deals individually. The minimum commitment is $500,000, subject to the firm’s standard suitability review.
Christopher Moore, Managing Partner at Simon Quick Advisors, said the fund was designed to simplify what has traditionally been a fragmented and operationally complex asset class for high-net-worth clients.
“Private equity has historically been fragmented and operationally burdensome for clients,” Moore said. “We built this fund with the aim of simplifying that experience, without sacrificing access, discipline, or alignment.”
Clients benefit from consolidated capital calls, reporting, and tax documentation, receiving a single K-1. The firm charges no additional management fees at the fund level beyond its standard advisory fee.
As of the initial close, 30 Simon Quick employees have invested alongside clients, reinforcing alignment of interests. The structure also simplifies ownership transfers, retitling, and intergenerational wealth planning.
Simon Quick Advisors oversees $11.2 billion in assets under advisement and $9.0 billion in assets under management as of December 31, 2025. The firm serves more than 650 client relationships nationwide from offices in Morristown, New Jersey; New York; Garden City, New York; Denver; Chattanooga, Tennessee; and Dallas.
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