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QAPITAL INVEST, LLC
CRD 283762File 801-112184
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$52.2M
Bottom 25% of cohort (national)
Discretionary AUM
$52.2M
Clients
38,446
38,446 accounts
Employees
9
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 19, 2017
- Principal office
- 169 MADISON AVENUE, SUITE 2002, NEW YORK, NY, 10016
- Phone
- 646-603-6904
- Website
- HTTPS://WWW.QAPITAL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $52.2M
- Discretionary AUM
- $52.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 38,446
- Non-discretionary accounts
- 0
- Total accounts
- 38,446
- AUM per client
- $1K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 38,446 | $52.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Oct 1, 2026 | Clients | 30,166 | 38,446 | increased by8,280 |
| Oct 1, 2026 | AUM | $42,060,000 | $52,200,000 | increased by$10,140,000 |
| Oct 1, 2026 | Accounts | 30,166 | 38,446 | increased by8,280 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 2 | 9 | increased by7 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 21,480 | 30,166 | increased by8,686 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $37,000,000 | $42,060,000 | increased by$5,060,000 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 22,874 | 30,166 | increased by7,292 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 64,658 | 21,480 | decreased by43,178 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $39,122,712 | $37,000,000 | decreased by$2,122,712 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 64,568 | 22,874 | decreased by41,694 |
| Apr 1, 2022 | Clients | 56,755 | 64,658 | increased by7,903 |
| Apr 1, 2022 | AUM | $23,123,498 | $39,122,712 | increased by$15,999,214 |
| Apr 1, 2022 | Accounts | 56,755 | 64,568 | increased by7,813 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QAPITAL INVEST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QAPITAL INVEST” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.