QUEENBRIDGE CAPITAL, LLC

RIASEC RegisteredEst. 2022
Total AUM
$79.1M
Discretionary
$79.1M
100% of AUM
Avg account
$577K
Accounts
137
Employees
3
Advisory reps
3

Firm details

Headquarters
PITTSFORD, New York
CRD number
324027
Registered since
October 31, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI61.67%
  • Individuals38.33%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Queenbridge Capital, LLC is a small, fee-based advisor focused on portfolio management for individual and family clients and small businesses. The firm charges clients a percentage of assets under management and runs fully discretionary mandates across its client base. Public funds and mutual funds are the dominant building blocks in client portfolios, supplemented where appropriate with third-party alternative strategies. Queenbridge does not position itself as an ESG-driven or pension consultant adviser; its offering centers on traditional advisory relationships for private individuals and families. Investment activity emphasizes managed, externally sourced solutions rather than proprietary product manufacture. The firm uses mutual funds and separately managed accounts as the principal vehicle for implementing equity and fixed income exposures, while directing portions of client capital into external alternative managers — specifically private equity, hedge funds and real estate funds — to pursue diversification and return enhancement beyond public markets.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Cash & Cash Equivalents 26%, Exchange Traded Equities 18%, US Government Bonds 1%, State & Local Bonds 1%, Private Funds 1%56%
  • Public Funds/Mutual Funds56%
  • Cash & Cash Equivalents26%
  • Exchange Traded Equities18%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Daniel Muster

    Chief Compliance OfficerCRD 7037005

Contacts

2 of 2
  • FIORAMANTI MARINO

    Investment Adviser RepresentativeCRD 5168348

  • KEITH MAIER

    Certified Financial PlannerCRD 1796266

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PITTSFORD, NY

MONROE

Location

PITTSFORD, NY

Headquartered in PITTSFORD, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
MONROE
Address
1175 Pittsford Victor Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth