QCI Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 163567
- Website
- www.qcipartners.com
- 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
FINTRXOverview
QCI Partners LLC operates as an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves primarily individual and family clients and offers portfolio management services for both private individuals/small businesses and for business or institutional clients. Its compensation mixes a percentage-of-assets-under-management fee with performance-based fees. The adviser reports it is not a capital allocator and does not market itself as an ESG investor. It is not registered as a multi-state adviser in the data provided and does not act as a pension consultant. Investment oversight appears focused on traditional discretionary and non-discretionary portfolio management rather than third‑party manager selection.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds5%
- Derivatives5%
Owners & executives
1 of 1
Steven Melanson
Founder & CIOCRD 6321532
Contacts
1 of 1Matthew Carr
Co-FounderCRD 6060124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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