QUBED CAPITAL, LLC

Overview

Qubed Capital, LLC is a small advisory firm organized as an LLC that focuses on portfolio management for individual and family clients and for small businesses. The firm lists CPO/CTA activity among its business lines, which indicates it has the capability to run or advise commodity pools or managed-futures style strategies in addition to traditional portfolio management. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, which suggests they accommodate both standard advisory relationships and more performance-sensitive, bespoke mandates. Investment activity appears deliberately compact and cash-weighted; the largest single asset bucket on the books is cash and cash equivalents. The firm uses mutual funds as part of its core investment toolkit and allocates to third-party real estate strategies for alternative exposure. That mix points to a conservative, diversified posture for core portfolios with selective use of alternatives to enhance yield or add uncorrelated returns.

Assets & Accounts

Investments & Alternatives

Location & Offices