Multi-Family OfficeRIA · CRD 340532SEC-Registered

Updated:

Queen City Wealth

Queen City Wealth is a multi family office based in Charlotte; the Altss profile covers its classification, headquarters, registration, AUM band, and key...

Queen City Wealth

QUEEN CITY WEALTH is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Charlotte

Corporate office

Charlotte, NC, United States

Sector focus

Real EstatePrivate CreditInfrastructure

Frequently asked questions

How does Queen City Wealth source proprietary deal flow?

Queen City Wealth sources deals through its principals' participation in networks like R360 and YPO, combined with direct relationships with regional developers and private credit sponsors in the Southeast. The firm does not rely on intermediaries or allocate to external fund vehicles (per public record).

Is Queen City Wealth structured as a single family office or a multi-family office?

Queen City Wealth operates as a multi-family office, pooling capital from multiple families for direct investments. This structure contrasts with a single-family office, which serves one wealth origin, and allows the firm to access larger deal sizes and diversified asset exposure (per public record).

What investment stages does Queen City Wealth typically target?

The firm focuses on direct investments and club deals across real estate, private credit, and infrastructure. Its typical holdings target income-producing assets and sponsor-backed private credit placements, rather than early-stage venture or growth equity. The exact stage preferences are not publicly detailed (per public record).

How is Queen City Wealth related to other family offices in Charlotte?

Queen City Wealth's principals are connected to Charlotte's family office and high-net-worth networks, including R360 and YPO. The firm is not publicly linked to larger single-family offices like those associated with the Belk or Levine families, but it operates within the same local ecosystem (per public record).

Does Queen City Wealth participate in fund commitments?

No. Queen City Wealth's publicly observable posture is direct investments and club deals only. The firm does not commit to external fund vehicles, a choice that aligns with its multi-family office model emphasizing control and fee savings (per public record).

Profile maintained by 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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