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Queenbridge Capital, LLC

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

Portfolio management

Expertise

Options & derivatives strategies Real estate investing Annuities

Fee options

Percentage

$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

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