QAPITAL INVEST, LLC

Latest filing: May 23, 2025 (80 days ago)
View on IAPD
Adviser Website

AUM

$37,000,000
8% change vs. 1 year ago
-5% change vs. 3 years ago
211% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

2
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

NEW YORK, NY
169 MADISON AVENUE, NEW YORK, NY, UNITED STATES, 10016

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 21,480 $0.0
Average Individual AUM $1,723
HNW 0 $0.0
Average HNW AUM $0
Retail Total 21,480 $0.0
Average Retail AUM $1,723

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
APEX CLEARING CORPORATION DALLAS-TX-USA $0.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 100% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 100% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
WEDBUSH SECURITIES INC. $5.7 877
VAN HULZEN ASSET MANAGEMENT, LLC $1.9 116632
MW INVESTMENT STRATEGY $0.0 118433
WEDBUSH EUROPE LTD. $0.0 broker-dealer -
WEDBUSH ASSET MANAGEMENT, LLC $0.0 161183
WEDBUSH CAPITAL GP, LLC $0.0 -
LIGHTSPEED FINANCIAL SERVICES GROUP LLC $0.0 broker-dealer 104369

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

12 active

Name Title
WEDBUSH, GARY, LANCE MANAGER
PAULINO, FRANCIS, N MANAGER
WEDBUSH, JEAN, ARDELLE SHAREHOLDER
PARRODE, RODRIGO, NMN PRESIDENT & CHIEF EXECUTIVE OFFICER
STROUP, STEPHEN, FRANCIS HEAD OF SUPERVISION, CHIEF COMPLIANCE OFFICER
PRIMAVERA, FRANK, JOSEPH HEAD OF MIDDLE OFFICE AND OPERATIONS

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
WILLIAM ROGERS NEW YORK NY S65|2014-04-10

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $0.0 $0.0 0% 2 0 0%
2025-04-21 $0.0 $0.0 0% 2 0 0%
2024-04-02 $0.0 $0.0 8% 2 0 0%
2023-04-04 $0.0 $0.0 8% 2 0 0%
2022-04-01 $0.0 $0.0 -5% 2 0 0%
2021-04-05 $0.0 $0.0 60% 2 0 0%
2020-04-01 $0.0 $0.0 211% 2 0 0%
2019-04-01 $0.0 $0.0 679% 2 0 0%
2018-04-02 $0.0 $0.0 0% 2 0 0%
2017-04-01 $0.0 $0.0 0% 2 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, AK-03/14/2019, AL-03/14/2019, AR-03/14/2019, AZ-03/14/2019, CA-03/14/2019, CO-03/14/2019, CT-03/14/2019, DC-03/14/2019, DE-03/14/2019, FL-03/14/2019, GA-03/14/2019, HI-03/14/2019, IA-03/14/2019, ID-03/14/2019, IL-03/15/2019, IN-03/14/2019, KS-03/14/2019, KY-03/14/2019, LA-03/14/2019, MA-03/14/2019, MD-03/14/2019, ME-03/14/2019, MI-03/14/2019, MN-03/14/2019, MO-03/14/2019, MS-03/14/2019, MT-03/14/2019, NC-03/14/2019, ND-03/14/2019, NE-03/14/2019, NH-03/14/2019, NJ-04/04/2019, NM-03/14/2019, NV-03/14/2019, NY-12/19/2017, OH-03/14/2019, OK-03/14/2019, OR-03/14/2019, PA-03/14/2019, PR-03/14/2019, RI-03/14/2019, SC-03/14/2019, SD-03/14/2019, TN-03/14/2019, TX-03/14/2019, UT-03/14/2019, VA-03/14/2019, VI-03/14/2019, VT-03/14/2019, WA-03/14/2019, WI-03/14/2019, WV-03/14/2019, WY-03/14/2019
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV