Qapital Invest, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated January 30, 2026, reports $42M in regulatory assets under management, 9 employees, and 30,166 accounts.
Assets Under Management
$42M
Employees
9
Offices
--
Total Clients
30,166
Primary office
NEW YORK, NY
169 MADISON AVENUE, SUITE 2002, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
30,166
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$42Mas of January 30, 2026
Discretionary100.0%
$42M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$42M
Total Accounts30,166
10Y AUM Change+$42M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee3352:1
10Y Employee Change+7 (+350.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.