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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capacuity LLC
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| CRD # | 297679 |
| SEC # | 801-113636 |
| CIK # | |
| AUM | $10.6 B (2025-03-31) |
| Employees | 33 (42% Investors, 58% Brokers) |
| Phone | 407-949-6889 |
| Address | 300 International Parkway Lake Mary, FL 32746 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 77 | 2.5 |
| (n) Other | 8 | 8.1 |
| Total | 86 | 10.6 |
| By Discretionary | ||
| Discretionary | 9 | 2.5 |
| Non-Discretionary | 77 | 8.1 |
| Total | 86 | 10.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.6 | |
| Total | 86 | 10.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Glacier Peak Capital Management LLC
✚
|
NJ | 11.2 |
|
Prime Buchholz LLC
✚
|
NH | 10.9 |
|
Nikko Asset Management Asia Limited
✚
|
10.8 | |
|
Symmetry Investments US LLC
✚
|
NY | 10.7 |
|
Schroder Investment Management Japan Limited
✚
|
10.5 | |
|
Atria Investments Inc
✚
|
NC | 10.4 |
|
Catalyst Capital Advisors LLC
✚
|
PR | 10.1 |
|
Amplify Investments LLC
✚
|
IL | 10.1 |
|
Morgan Stanley Investment Management Company
✚
|
10.1 | |
|
Sparx Asset Management Co Ltd
✚
|
10.0 |