{
  "crd_number": 283762,
  "slug": "qapital-invest-llc-new-york-ny-283762",
  "primary_business_name": "QAPITAL INVEST, LLC",
  "legal_name": "QAPITAL INVEST, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-12-19",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 52200000.0,
  "raum_discretionary": 52200000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 9,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 52200000.0,
      "count": 38446
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://qapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283762",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/qapital-invest-llc-new-york-ny-283762",
  "display_name": "Qapital Invest, LLC",
  "summary": "Qapital Invest, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Qapital Invest, LLC (CRD 283762): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Qapital Invest, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Qapital Invest, LLC reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Qapital Invest, LLC located?",
      "a": "Qapital Invest, LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Qapital Invest, LLC registered with the SEC or a state?",
      "a": "Qapital Invest, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 283762."
    },
    {
      "q": "How much does Qapital Invest, LLC manage?",
      "a": "Qapital Invest, LLC reports $52,200,000 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Qapital Invest, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Qapital Invest, LLC: Regulatory assets under management: $23,123,498 in the October 2021 data and $52,200,000 in the October 2026 data, up 126%. Total employees: 2 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Qapital Invest, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38,446)."
    },
    {
      "q": "Which custodians does Qapital Invest, LLC use?",
      "a": "Qapital Invest, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation and Wedbush Securities Inc. (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Qapital Invest, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283762"
    },
    {
      "q": "What changed in Qapital Invest, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $42,060,000 to $52,200,000 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 23123498.0,
      "total_employees": 2,
      "filing_date": "2021-05-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 39122712.0,
      "total_employees": 2,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 34150801.0,
      "total_employees": 2,
      "filing_date": "2023-05-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 37000000.0,
      "total_employees": 2,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 37000000.0,
      "total_employees": 2,
      "filing_date": "2025-05-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 52200000.0,
      "total_employees": 9,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $42,060,000 to $52,200,000 (+24%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 2 to 1.",
        "Regulatory assets under management went from $37,000,000 to $42,060,000 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Apex Clearing Corporation",
      "name_as_filed": "APEX CLEARING CORPORATION",
      "affiliated": false
    },
    {
      "name": "Wedbush Securities Inc.",
      "name_as_filed": "WEDBUSH SECURITIES INC.",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/qapital-invest-llc-new-york-ny-283762.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 38446,
      "fewer_than_5": false,
      "raum": 52200000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283762",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}