QAPITAL INVEST, LLC

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UUID9b0c09cd-a47c-59a1-94bb-09729dc52630

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	283762	283762	—	1.0
sec_file_number	801-112184	801-112184	—	—

Profile

WebsiteHTTPS://WWW.QAPITAL.COM/

HQ CityNEW YORK

HQ StateNY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)37,000,000.0
RAUM (discretionary)37,000,000.0
Actionable assets—
Accounts22,874.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-05-23 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BULGER, MARK, ANDREW	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2016029", "owner_id": "5063497", "source": "adv_part1", "table": "Schedule_A_B"}
EDWARD AND JEAN WEDBUSH FAMILY TRUST	SOLE MEMBER	OFFICER	—	{"filing_id": "2016029", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PAULINO, FRANCIS, N	MANAGER	OFFICER	—	{"filing_id": "2016029", "owner_id": "4023588", "source": "adv_part1", "table": "Schedule_A_B"}
QAP 2.0, LLC	SHAREHOLDER	OFFICER	—	{"filing_id": "2016029", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
QAPITAL STACK, INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2016029", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
QAPITAL, LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2016029", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WEDBUSH CAPITAL	SHAREHOLDER	OFFICER	—	{"filing_id": "2016029", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WEDBUSH FAMILY PARTNERS	SHAREHOLDER	OFFICER	—	{"filing_id": "2016029", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WEDBUSH FINANCIAL SERVICES, INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2016029", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WEDBUSH, GARY, LANCE	MANAGER	OFFICER	—	{"filing_id": "2016029", "owner_id": "2234455", "source": "adv_part1", "table": "Schedule_A_B"}
PARRODE, RODRIGO, NMN	PRESIDENT & CHIEF EXECUTIVE OFFICER	EMPLOYEE	—	{"filing_id": "2016029", "owner_id": "4905345", "source": "adv_part1", "table": "Schedule_A_B"}
PRIMAVERA, FRANK, JOSEPH	HEAD OF MIDDLE OFFICE AND OPERATIONS	EMPLOYEE	—	{"filing_id": "2016029", "owner_id": "1924849", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/30/2025 07:24:36 PM",
  "filing_id": "2016029",
  "reg_type": "IA"
}
```