Qapital Invest, LLC is an internet adviser based in New York. It manages $4.75 million of regulatory assets for 21,515 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Qapital Invest provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Qapital Invest, LLC is $4.75 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Qapital Invest, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Qapital Invest is individuals with 21,515 clients and $4.75 million of assets under management. Among the 4 most similar advisory firms, Qapital Invest has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $4.75 million for 21,515 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Qapital Invest doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Qapital Invest, LLC performs its advisory services is located at 245 Fifth Avenue, New York, NY 10016 8748, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-207-0898. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at qapital.com/.