QUEENVEST

QUEENVEST is an SEC-registered investment adviser (CRD 296891). Regulatory assets under management: $10.6M.

Registration

• CRD: 296891
• Type: Registered investment adviser
• Phone: 617-913-7346
• Latest filing: 2026-03-08
• Regulatory AUM: $10.6M
• Discretionary AUM: $10.6M
• Clients: 1
• Accounts: 78

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296891 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search