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QAPITAL INVEST, LLC

CRD 283762File 801-112184
APPROVED
Retail clients
Custody
Filing as of Jan 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$42.1M
Bottom 25% of cohort (national)
Discretionary AUM
$42.1M
Clients
30,166
30,166 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

Assets & accounts

ADV Item 5F
Total regulatory AUM
$42.1M
Discretionary AUM
$42.1M
Non-discretionary AUM
$0
Discretionary accounts
30,166
Non-discretionary accounts
0
Total accounts
30,166
AUM per client
$1K

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)30,166$42.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.