Queenbridge Capital, LLC logo

Queenbridge Capital, LLC

Updated today

Client assets under management

$79,105,700

Clients

58

14% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

19

Low

Average account size

$1,363,891

About

Queenbridge Capital, LLC provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages roughly $79 million for about 58 clients through a small team and, like many peers, charges asset-based advisory fees and documents each client’s Investment Policy Statement.

The firm combines fundamental and technical analysis and pursues long-term trading alongside options strategies, including covered and uncovered options and spread positions, and typically seeks discretionary authority to implement the agreed investment plan. QCL documents client risk tolerances, conducts monthly reviews of accounts, and delivers regular custodian reports to clients.

Noteworthy differences from many supported firms include its explicit use of technical analysis and uncovered options trading—strategies that carry elevated risk—and its requirement that clients custody assets through VEO One (a division of TD Ameritrade). QCL also does not allocate to third‑party sub‑advisers and imposes no account minimum, which can affect how it sources investment ideas and serves a relatively concentrated client roster.

Client services

Portfolio management

Expertise

Options & derivatives strategies Real estate investing Annuities

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Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001+: 0.85%

Main office location

Queenbridge Capital, LLC

1175 Pittsford Victor Rd., Suite 220

Pittsford NY 14534, United States

Number of offices

1

Most active in

New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Daniel M

Series 63, Series 65

Pittsford, NY

Queenbridge Capital, LLC

Daniel Muster is a financial advisor with Queenbridge Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Nexus Capital, LLC and New York Life. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with options strategies and typically seeks discretionary authority to implement client investment plans.

Options & derivatives strategies Real estate investing Annuities
user avatar

Keith M

Series 63

Pittsford, NY

Queenbridge Capital, LLC

Keith Maier is a financial advisor with Queenbridge Capital, LLC and holds a Series 63 designation. He has over 30 years of industry experience, including prior roles at The Maier Group, LLC and his own practice, Keith A Maier. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, including options strategies, and manages approximately $79 million for a focused client base.

Options & derivatives strategies Real estate investing Annuities
user avatar

Fioramanti M

Series 63, Series 65

Pittsford, NY

Queenbridge Capital, LLC

Fioramanti Marino is a financial advisor at Queenbridge Capital, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including JP Morgan, NYLIFE Securities, and Wells Fargo Advisors. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, including options strategies, and manages approximately $79 million for a focused client base.

Options & derivatives strategies Real estate investing Annuities
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