# Queenbridge Capital, LLC

> Queenbridge Capital, LLC is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 324027
- Filed as: QUEENBRIDGE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324027
- AdvisorCensus page: https://advisorcensus.com/firm/queenbridge-capital-llc-pittsford-ny-324027

## Quick answers

**How is Queenbridge Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Queenbridge Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Queenbridge Capital, LLC charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Up to $500,000: 1.5% a year; $500,001 to $3,000,000: 1% a year; Above $3,000,001: 0.85% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Queenbridge Capital, LLC located?**
Queenbridge Capital, LLC's principal office is in Pittsford, NY, according to its Form ADV.

**Is Queenbridge Capital, LLC registered with the SEC or a state?**
Queenbridge Capital, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 324027.

**How much does Queenbridge Capital, LLC manage?**
Queenbridge Capital, LLC reports $79,105,700 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary).

**How have Queenbridge Capital, LLC's assets and staff changed since 2023?**
In the Form ADV data for Queenbridge Capital, LLC: Regulatory assets under management: $50,825,049 in the October 2023 data and $79,105,700 in the October 2026 data, up 56%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Queenbridge Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (8).

**Which custodians does Queenbridge Capital, LLC use?**
Queenbridge Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc, Advisor Services as a custodian holding 10% or more of its separately managed account assets.

**Does Queenbridge Capital, LLC report any disciplinary disclosures?**
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/324027

**Does Queenbridge Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "There is no account minimum for any of QCL’s services."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Up to $500,000: 1.5% a year
- $500,001 to $3,000,000: 1% a year
- Above $3,000,001: 0.85% a year

> Total Assets Under Management Annual Fees $0 - $500,000 1.50% $500,001 - $3,000,000 1.00% $3,000,001 – And up 0.85%

> These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.

- Account minimum: None

> There is no account minimum for any of QCL’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc, Advisor Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $79,105,700
- Discretionary: $79,105,700
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $30,319,512 |
| High net worth individuals | 8 | $48,786,188 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- queenbridgecapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $50,825,049 | 2 | July 27, 2023 |
| October 2024 | $70,552,562 | 3 | February 16, 2024 |
| October 2025 | $75,295,874 | 3 | January 24, 2025 |
| October 2026 | $79,105,700 | 3 | April 9, 2026 |

Regulatory assets under management: $50,825,049 in the October 2023 data and $79,105,700 in the October 2026 data, up 56%.
Total employees: 2 in October 2023 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Queenbridge Capital, LLC (CRD 324027): Form ADV filing data as of October 2026.