RIA Intel›Advisers›Massachusetts›QUEENVEST LLC

QUEENVEST LLC

Advisory

MA

Data as of Mar 8, 2026 · Source: SEC Form ADV

Rank in MA
#1,443
of 1,590 advisers by AUM
Average account
$135K
across 78 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 8, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, ME, NH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

EDDY COMPANY, LLC
$11M
MISTRAL CAPITAL PARTNERS, LLC
BOSTON, MA
$11M
JSK CAPITAL ADVISORS, LLC
WALTHAM, MA
$11M
PULSIFER NATHANIEL
IPSWICH, MA
$11M
-61.6% 1Y
HENG REN PARTNERS LLC
BOSTON, MA
$11M
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC
CONCORD, MA
$10M
-97.3% 1Y

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