QUEENBRIDGE CAPITAL, LLC
Firm details
- Headquarters
- PITTSFORD, New York
- CRD number
- 324027
- Registered since
- October 31, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.67%
- Individuals38.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Queenbridge Capital, LLC is a small, fee-based advisor focused on portfolio management for individual and family clients and small businesses. The firm charges clients a percentage of assets under management and runs fully discretionary mandates across its client base. Public funds and mutual funds are the dominant building blocks in client portfolios, supplemented where appropriate with third-party alternative strategies. Queenbridge does not position itself as an ESG-driven or pension consultant adviser; its offering centers on traditional advisory relationships for private individuals and families. Investment activity emphasizes managed, externally sourced solutions rather than proprietary product manufacture. The firm uses mutual funds and separately managed accounts as the principal vehicle for implementing equity and fixed income exposures, while directing portions of client capital into external alternative managers — specifically private equity, hedge funds and real estate funds — to pursue diversification and return enhancement beyond public markets.
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
- Public Funds/Mutual Funds56%
- Cash & Cash Equivalents26%
- Exchange Traded Equities18%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Daniel Muster
Chief Compliance OfficerCRD 7037005
Contacts
2 of 2FIORAMANTI MARINO
Investment Adviser RepresentativeCRD 5168348
KEITH MAIER
Certified Financial PlannerCRD 1796266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PITTSFORD, NY
MONROE
Location
PITTSFORD, NY
Headquartered in PITTSFORD, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 1175 Pittsford Victor Rd
- Time zone
- ET (UTC-5)
- Office locations
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