$80.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
3 Employees
84 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Ridge crestHorizon crest +more
- Established Date
- 02-22-2013
- Office Locations
- 1
Office Locations
-- Henderson NV
About QCI Partners LLC
QCI Partners LLC is a state-registered RIA founded in 2011 that specializes in digital assets. The firm advises private clients, family offices, and institutional investors on private and public investment opportunities, publishing ongoing insights to support portfolio construction and risk management. QCI cites partnerships with platforms including Coinbase, Gemini, and Altruist.
Team overview
-- AVG AGE
$80.0M AVG AUM / ADVISOR
$953.0K AVG AUM / CLIENT
7.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Matrix element Value Horizon focus
Client Personas
Peak
Custodian
Vertex insight Peak bridge Momentum crest Delta Wave Wave catalyst Peak catalyst Radial
Investment Themes
Meridian Crest
Investment Vehicles
Vital
Platform
Quantum
Services
Foundation Ridge wave Matrix vertex Glacier timber
Technology
Meridian oak Optima Ridge Catalyst focus
Owner & Executives
M
MATTHEW AARON CARR
Chief Compliance Officer, Managing Member, President
- CRD
- #6060124
- Ownership
- 75% or more
(365) 274-6616
north.insight@radialcapital.com
in linkedin.com/in/foundation-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
S
STEVEN PATRICK MELANSON
Managing Member
- CRD
- #6321532
(554) 922-2202
harbor.atlas@northcapital.com
in linkedin.com/in/ember-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $65,050,000 | -- |
| Total | $80,050,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,050,000
Equity - Exchange:
13.8% Corporate - Investment Grade:
24.9% Corporate - Non-Investment Grade:
19.7% Derivatives:
41.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $787,863,533 | 13.8% |
| Corporate - Investment Grade | $1,421,579,854 | 24.9% |
| Corporate - Non-Investment Grade | $1,124,703,740 | 19.7% |
| Derivatives | $2,375,008,912 | 41.6% |
| Total | $5,709,156,039 | 100.0% |