QCI Partners LLC

RIAState Registered
Total AUM
$80M
Discretionary
$15M
19% of AUM
Avg account
$1.9M
Accounts
42
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
163567
Custodians
INTERACTIVE BROKERS LLC, TD AMERITRADE, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI88.76%
  • Individuals11.24%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

QCI Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for private clients and small businesses, and it also provides advisory services to business or institutional accounts. Its client base is composed primarily of individuals and families. Compensation arrangements include a traditional percentage-of-assets-under-management fee and the capacity to assess performance-based fees. QCI Partners reports it does not position itself as an active ESG investor. It is not identified as a multi-state adviser or a capital allocator, and it is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 5%, Derivatives 5%85%
  • Exchange Traded Equities85%
  • Investment Grade Corp Bonds5%
  • Non-Investment Grade Corp Bonds5%
  • Derivatives5%

Owners & executives

1 of 1
  • Steven Melanson

    Steven Melanson

    Founder & CIOCRD 6321532

Contacts

1 of 1
  • Matthew Carr

    Co-FounderCRD 6060124

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth