Queenbridge Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$79,105,700
Total clients
58
14% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
19
Average account size
$1,363,891
About
Queenbridge Capital, LLC provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages roughly $79 million for about 58 clients through a small team and, like many peers, charges asset-based advisory fees and documents each client’s Investment Policy Statement.
The firm combines fundamental and technical analysis and pursues long-term trading alongside options strategies, including covered and uncovered options and spread positions, and typically seeks discretionary authority to implement the agreed investment plan. QCL documents client risk tolerances, conducts monthly reviews of accounts, and delivers regular custodian reports to clients.
Noteworthy differences from many supported firms include its explicit use of technical analysis and uncovered options trading—strategies that carry elevated risk—and its requirement that clients custody assets through VEO One (a division of TD Ameritrade). QCL also does not allocate to third‑party sub‑advisers and imposes no account minimum, which can affect how it sources investment ideas and serves a relatively concentrated client roster.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001+: 0.85%
Main office location
Queenbridge Capital, LLC
1175 Pittsford Victor Rd., Suite 220
Pittsford NY 14534, United States
Number of offices
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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