Qubed Capital, LLC

Qubed Capital is an independent SEC-registered investment adviser that primarily serves individual clients with discretionary portfolio management, preparing Investment Policy Statements and ongoing monitoring. The firm manages roughly $10.9 million across a small number of client accounts and also offers portfolio strategist services to other advisers and registered fund products.

Its investment approach uses a mix of fundamental, technical, cyclical and quantitative analysis, including a proprietary algorithmic model, and employs both long- and short-term trading across equities, ETFs, futures and commodities. Investment decisions are implemented largely on a discretionary basis in line with each client’s IPS, and the firm limits performance-based fees to clients who meet the regulatory definitions of Qualified Purchaser or Qualified Client.

Distinctive features include registration as a Commodity Trading Advisor and the use of performance-based fee arrangements—both uncommon among independent advisers of this size—which enable futures/commodities trading and hedge-style compensation structures. The brochure also discloses that the firm’s principal serves as a portfolio strategist and consultant to an ETF sponsor and receives asset-linked compensation for that role, a potential conflict of interest; the firm requires clients to use a specified custodian and does not aggregate block trades, practices that may affect execution and trade allocation.