A complete list of active advisors currently associated with Qubed Capital, LLC

Warmer can help you find a great advisor at Qubed Capital, LLC or one who fits your needs even better.

Qubed Capital is an independent SEC-registered investment adviser that primarily serves individual clients with discretionary portfolio management, preparing Investment Policy Statements and ongoing monitoring. The firm manages roughly $10.9 million across a small number of client accounts and also offers portfolio strategist services to other advisers and registered fund products. Its investment approach uses a mix of fundamental, technical, cyclical and quantitative analysis, including a proprietary algorithmic model, and employs both long- and short-term trading across equities, ETFs, futures and commodities. Investment decisions are implemented largely on a discretionary basis in line with each client’s IPS, and the firm limits performance-based fees to clients who meet the regulatory definitions of Qualified Purchaser or Qualified Client. Distinctive features include registration as a Commodity Trading Advisor and the use of performance-based fee arrangements—both uncommon among independent advisers of this size—which enable futures/commodities trading and hedge-style compensation structures. The brochure also discloses that the firm’s principal serves as a portfolio strategist and consultant to an ETF sponsor and receives asset-linked compensation for that role, a potential conflict of interest; the firm requires clients to use a specified custodian and does not aggregate block trades, practices that may affect execution and trade allocation.

To learn more about the advisors currently working at Qubed Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.