Quinn Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,892,759
Clients
35
29% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$682,650
About
Quinn Capital LLC provides discretionary private investment management to individuals, trusts, estates, charitable organizations, businesses and pension plans, managing roughly $23.9 million on behalf of 35 clients. The firm generally serves high-net-worth clients, notes a stated minimum commitment of $1,000,000 (with potential exceptions), and charges asset-based management fees.
The firm's stated objective is growth, implemented through a focused “growth at a reasonable price” equity strategy that emphasizes capital appreciation and capital preservation; the process is described as buy-and-hold on strength and sell on weakness. Investment decisions combine fundamental analysis of corporate financials with technical analysis of price and volume, and cash is used strategically when suitable opportunities are not present.
Noteworthy aspects include the firm’s policy of having its principals fully invested in the same portfolios as clients and requiring personal trades to follow client executions, and its recommendation to use Folio Investments/Goldman Sachs Custody Solutions as the sole custodian. The adviser’s investable universe is largely limited to U.S. exchange-listed stocks and foreign-issuer ADRs, and accounts are monitored daily with formal annual reviews.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0 - $250,000: 2.0% annually $250,000+: 1.50% annually
Account minimum: $1,000,000
Main office location
Quinn Capital LLC
Bozeman MT, United States
Number of offices
1
Most active in
Quinn Capital LLC has reported serving >5 clients in these states in the last 12 months.
California · Montana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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