QST CAPITAL LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 285613
- Website
- www.qstcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles79.74%
- Other Investment Advisers12.92%
- HNWI4.9%
- Individuals2.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
QST Capital LLC is a compact, hedge fund–focused investment adviser that combines pooled vehicles with separately managed accounts. The firm manages both proprietary hedge-fund strategies and discretionary portfolios for individuals, families and institutional clients. Its compensation model includes a percentage-of-assets fee and performance-based fees, a structure consistent with active, manager-driven strategies. Investment activity centers on private funds and alternative strategies. The firm runs pooled hedge funds that account for most of its assets while also maintaining SMAs that are heavily weighted to private fund exposures. QST Capital does not identify as an ESG-focused manager and is not listed as a multi-state adviser. QST Capital’s advisory scope covers portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses or institutions. That mix suggests the firm runs both fund-level trading and tailored client accounts, allocating between liquid public markets and less liquid alternative vehicles where appropriate.
Assets & Accounts
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
- Private Funds81%
- Exchange Traded Equities12%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1KYLE SHEALER
Chief Investment Officer & PartnerCRD 5382149
Contacts
1 of 1LUKE CARLSON
Management ConsultantCRD 5207788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 201 Spear St
- Time zone
- PT (UTC-8)
- Office locations
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