A complete list of active advisors currently associated with Quid Capital
Warmer can help you find a great advisor at Quid Capital or one who fits your needs even better.
Quid Capital provides portfolio management through separately managed accounts to individuals, trusts, estates, charitable organizations, corporations, partnerships and other business entities, and states it tailors portfolios to each client’s objectives and restrictions; the firm reported no assets under management and no clients as of December 31, 2024 and operates with a single investment professional. The firm indicates a typical account minimum of $1 million, though lower amounts may be accepted at its discretion. Quid Capital’s investment process draws on multiple methods of analysis — including charting, fundamental, technical, cyclical and quantitative approaches — and the firm may employ both long‑term and short‑term trading within custom strategies. The adviser generally seeks discretionary authority, charges percentage‑of‑AUM advisory fees, and discloses the ability to assess performance‑based fees for certain qualified clients. Noteworthy aspects in the brochure include the firm’s disclosure that performance‑based fees may be assessed up to 25% for qualified clients, that it does not use sub‑advisers or participate in wrap programs, and that it does not vote client proxies (clients receive and vote their own proxy materials). The firm also discloses receipt of software and support benefits from custodians and describes directed brokerage practices, items the firm identifies as potential sources of conflicts of interest.
To learn more about the advisors currently working at Quid Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 19
|
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