QF CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
285316

Firm profile

FINTRX

Overview

QF Capital, LLC is a limited liability company that operates in the commodity pool/commodity trading advisor space. The firm’s public profile points to activity as a CPO/CTA and a focus on pooled investment vehicles rather than a traditional retail advisory channel. Corporate classification is listed as unclassified and ownership is held by an individual or a small group of principals, which aligns with the firm’s compact footprint. The firm does not present itself as an active ESG investor, a multi-state adviser or a pension consultant. Its primary business activity is running pooled alternative strategies, and the operating model appears oriented toward managing discrete funds for a concentrated set of owners and investors rather than broad-based advisory relationships.

Assets & Accounts

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

Owners & executives

1 of 1
  • STEPHEN SCHATZ

    Chief Operating OfficerCRD 2529640

Contacts

1 of 1
  • STEPHEN MASSOCCA

    Managing DirectorCRD 724782

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
4 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth