QST Capital LLC

RIASEC Registered

Total AUM

$35.3M

Discretionary

$35.3M

100% of AUM

Avg account

$245K

Accounts

144

Employees

Advisory reps

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

FINTRX

Overview

QST Capital LLC is a privately owned LLC that operates with a hedge-fund orientation and serves both high-net-worth individuals/families and institutional clients. The firm provides portfolio management across individual and pooled structures — including management for pooled investment vehicles and for businesses or institutions — and charges typical hedge-fund-style fees: a percentage of assets under management plus performance-based fees. QST identifies as not being an active ESG investor, is not registered as a multi-state adviser, and is not a pension consultant or related adviser.