SourcingSourcing

CAPITAL Q MANAGEMENT LLC

C48
CRD 305337·SEC 801-135011·MAITLAND, FL
AUM
$93.4M
$25M-$100M
Est. Revenue
$934K
@ 1% on AUM
Est. EBITDA
$280K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPITAL Q MANAGEMENT LLC
CRD
305337
SEC file #
801-135011
EIN
611813911
DBA names
—

Economics

AUM
$93.4M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Business Devel Companies1
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
MAITLAND FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
capitalqventures.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAPITAL Q VENTURES INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CAPITAL Q VENTURES INC.
QUATRINI, MICHAEL, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAPITALQVENTURES.COM
Rdap Domain Creation Date
2017-01-29T02:36:22Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001701365
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2017-04-11
Edgar Last Filing Date
2017-04-11
Edgar Form D Count
2
Edgar Form D Offerings
2017-04-112017-04-11 · 0001701365-17-000002
2017-04-112017-04-11 · 0001701365-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
3203 LAWTON ROADSUITE 100ORLANDO, FL 32803
Business
3203 LAWTON ROADSUITE 100ORLANDO, FL 32803
Edgar EIN
611813911
Edgar Recent Filings
D/A2017-04-11 · 0001701365-17-000002
D2017-04-11 · 0001701365-17-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-29T02:36:22Z
Rdap Domain Last Changed
2025-03-18T04:17:57Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (2)

2
QUATRINI, MICHAEL, PATRICK
Executive Officer · 2.5%
2072283
QUATRINI, BRUNO, VILA
Executive Officer · 2.5%
7346780