Simon Quick Advisors announced the launch of Simon Quick Private Equity Fund I LP, the firm’s first dedicated private equity investment vehicle. The fund held its initial close on March 31, 2026, with approximately $60 million in commitments and is targeting $100 million by the end of the year, with additional fundraising rounds planned through early 2027.
The new fund builds on the firm’s more than two decades of experience investing in private markets and is designed to simplify access to private equity for clients. Structured as a fund-of-funds vehicle, the program allows investors to gain exposure to a diversified portfolio of private equity managers and co-investment opportunities through a single investment platform.
Simon Quick said the fund addresses many of the operational challenges traditionally associated with private equity investing, including multiple capital calls, separate reporting streams, and numerous tax documents. By consolidating these elements into one structure, clients receive a single K-1 and benefit from simplified administration, account transfers, and estate planning.
The firm noted that private markets continue to grow in importance as companies remain private for longer periods. According to Simon Quick, the median age of companies going public has increased to 13 years, creating demand among investors seeking broader access to private company growth opportunities.
The fund requires a minimum commitment of $500,000 and is available to eligible clients following a suitability review that considers risk tolerance, liquidity needs, and investment objectives. Simon Quick also emphasized that it does not charge additional management fees at the fund level beyond its standard advisory fee structure.
The launch received strong internal and client support. Thirty Simon Quick employees invested alongside clients in the initial close, reflecting the firm’s commitment to alignment and shared investment outcomes.
Founded in 2004, Simon Quick Advisors is an independent wealth management and multi-family office firm serving high-net-worth individuals and families across the United States. As of December 31, 2025, the firm oversaw $11.2 billion in assets under advisement and $9.0 billion in assets under management.
KEY QUOTES:
“Private equity has historically been fragmented and operationally burdensome for clients. We built this fund with the aim of simplifying that experience, without sacrificing access, discipline, or alignment. We have actively shared private equity opportunities with clients for years as part of our broader investment solutions. This new fund allows us to be more comprehensive in sourcing, evaluating, and monitoring opportunities while consolidating capital calls, reporting, and tax documentation into one streamlined program. Clients receive a single K-1, and administrative tasks such as account transfers or estate planning become significantly simpler.”
Christopher Moore, Managing Partner, Simon Quick Advisors
