QAPITAL INVEST, LLC

Overview

Qapital Invest, LLC is a small, equity-focused advisory firm that provides portfolio management primarily for individuals and small businesses. Registered with the SEC in 2017, the firm serves a retail client base using a mix of percentage-of-AUM and fixed fees. Its stated preference is equities, and its SMA inventory is reported as entirely in exchange-traded equities, which suggests a concentrated, tradeable approach to client portfolios rather than long-dated private placements. The firm’s business activities and affiliations point to broader market access: Qapital Invest acts in capacities beyond pure advice, including broker-dealer relationships and roles tied to pooled investment vehicles, and it is connected to execution and derivative infrastructures (registered municipal advisor, security-based swap dealer, futures commission merchant). Those affiliations imply the firm can combine standard equity allocations with derivatives and structured arrangements when needed, though it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices