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| Keyboard |
| Capacuity LLC
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|---|---|
| CRD # | 297679 |
| SEC # | 801-113636 |
| CIK # | |
| AUM | 13.9 B (2026-03-10) |
| Employees | 40 (28% Investors, 55% 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 | 1 | 0.2 |
| (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 | 121 | 11.4 |
| (n) Other | 8 | 2.2 |
| Total | 218 | 13.9 |
| By Discretionary | ||
| Discretionary | 45 | 2.8 |
| Non-Discretionary | 173 | 11.1 |
| Total | 218 | 13.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.9 | |
| Total | 218 | 13.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Principal Asset Management Company Asia Limited
✚
|
14.4 B | |
|
Ausbil Investment Management Limited
✚
|
14.4 B | |
|
M&G Investments USA Inc
✚
|
IL | 14.3 B |
|
Federated Equity Management Company of Pennsylvania
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PA | 14.3 B |
|
Amova Asset Management Asia Limited
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|
14.2 B | |
|
Oaktree Fund Advisors LLC
✚
|
CA | 14.1 B |
|
Franklin Advisory Services LLC
✚
|
FL | 14.1 B |
|
Comgest Asset Management International Limited
✚
|
13.7 B | |
|
Mirova US LLC
✚
|
MA | 13.6 B |
|
First Sentier Investors UK IM Limited
✚
|
13.3 B |