QCI Partners LLC

RIASEC Registered
Total AUM
$80M
Discretionary
$15M
19% of AUM
Avg account
$1.9M
Accounts
42
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
163567
Custodians
INTERACTIVE BROKERS LLC, TD AMERITRADE, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI88.76%
  • Individuals11.24%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

QCI Partners LLC operates as an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves primarily individual and family clients and offers portfolio management services for both private individuals/small businesses and for business or institutional clients. Its compensation mixes a percentage-of-assets-under-management fee with performance-based fees. The adviser reports it is not a capital allocator and does not market itself as an ESG investor. It is not registered as a multi-state adviser in the data provided and does not act as a pension consultant. Investment oversight appears focused on traditional discretionary and non-discretionary portfolio management rather than third‑party manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 5%, Derivatives 5%85%
  • Exchange Traded Equities85%
  • Investment Grade Corp Bonds5%
  • Non-Investment Grade Corp Bonds5%
  • Derivatives5%

Owners & executives

1 of 1
  • Steven Melanson

    Steven Melanson

    Founder & CIOCRD 6321532

Contacts

1 of 1
  • Matthew Carr

    Co-FounderCRD 6060124

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth