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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Timber wave
- Established Date
- 10-31-2022
- Office Locations
- 1
Office Locations
About Queenbridge Capital, LLC
Queenbridge Capital is an independent advisory firm rooted in private wealth management and institutional asset management. The team provides comprehensive advisory solutions for individuals, families, and groups, and also partners with advisors to help them launch, gain efficiency, scale operations, and grow—offering an integrated platform for independent RIAs. Public filings indicate custodial relationships including Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Daniel Nathan Muster
Chief Compliance Officer, Chief Operating Officer
- CRD
- #7037005
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
KEITH ALFRED MAIER
Investment Advisor
- CRD
- #1796266
FIORAMANTI MARINO
Financial Advisor
- CRD
- #5168348
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,105,700 | $577,414 |
| Non-Discretionary | $0 | -- |
| Total | $79,105,700 | $577,414 |
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Separately Managed Accounts
Total SMA Asset: $79,105,700
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $153,852,126 | 19.5% |
| Cash | $97,834,173 | 12.4% |
| Equity - Exchange | $82,054,467 | 10.4% |
| Municipal Bonds | $161,741,979 | 20.5% |
| Private Funds | $174,365,743 | 22.1% |
| U.S. Government/Agency | $119,136,776 | 15.1% |
| Total | $788,985,264 | 100.0% |