Qapital Invest, LLC
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Overview
Qapital Invest, LLC is an advisory company based in New York, New York. Qapital Invest, LLC administers $34.2 million in total assets over 21,480 customer accounts. The firm has a small group, including 2 financial advisors. Qapital Invest, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, bonds and stocks.
Qapital Invest, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager makes transaction decisions without requiring client permission. The firm manages an average of $1,590 for every client account. The typical financial advisor at Qapital Invest, LLC administers around 10,740 client accounts.
The company's main office is at 169 Madison Avenue, New York, New York 10016. The firm is legally allowed to serve customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Qapital Invest, LLC by the Numbers
$34.2 million
2
21,480
$1.6 thousand
Fee Structure
Fees for financial management vary depending on the type of financial services provided. Fees billed by Qapital Invest, LLC typically consist of the following fee structure: fixed. Qapital Invest, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors. Out of its 21,480 accounts, Qapital Invest, LLC's biggest client type is retail investors. None of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Qapital Invest, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Qapital Invest, LLC
Houston, TX
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