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QEX Capital Management
QEX Capital Management is a state-registered investment adviser based in New York. The firm has one employee and one investment adviser. It operates with a...
QEX Capital Management
QEX Capital Management is a state-registered investment adviser based in New York. The firm has one employee and one investment adviser. It operates with a single, registered investment professional.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
Location
Region
North America
Country
United States
City
Menlo Park
Corporate office
Menlo Park, CA, United States
Frequently asked questions
What is QEX Capital Management's regulatory filing history?
As a bank-affiliated wealth and trust manager, QEX files call reports and trust activity schedules with its primary regulator rather than the SEC's Form ADV. These filings are not centrally aggregated in the public domain, which contributes to the firm's low public visibility relative to similarly sized RIAs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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