Q(x) Branch Reserve Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,412,000
Clients
20
Advisors
1
of 1 employees
About
Q(x) Branch Reserve Investments LLC provides discretionary asset management and ongoing portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations and corporate or business entities. The firm reports managing about $21.9 million for roughly 20 client relationships and tailors portfolios to clients’ stated goals, time horizons and risk tolerances.
Investment decisions are driven by fundamental analysis with a focus on low‑turnover, long‑horizon portfolios concentrated in small‑ to mid‑cap growth companies; the firm seeks to identify qualitatively durable businesses earlier in their investable life cycle and emphasizes tax efficiency. Q(x) documents client objectives and allows written investment restrictions, conducts quarterly account reviews, and has discretionary trading authority to implement the agreed investment program.
Compared with many solo independent advisers, Q(x) explicitly lists corporations and business entities among its client types and typically requires a $1,000,000 account minimum while retaining discretion to accept smaller accounts, resulting in a relatively concentrated client base. The firm’s operational practices — including delegating proxy voting to clients, periodic reviews focused on rebalancing and tax‑loss harvesting, and custody through an institutional custodian — are described in the brochure and shape how it delivers its discretionary management.
Client services
Expertise
Fee options
0.80% annually
Account minimum: $1,000,000 (generally required, but may be lowered at discretion)
Main office
Wilmington DE
Advisors at this office
1
Most active in
Delaware · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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