Capital Advisors LLC
- Assets, Funds, Holdings
| Capital Advisors LLC
|
| CRD # | 126748 |
| SEC # | 801-108032 |
| CIK # | 0001582732, 0001350780, 0001597878 |
| AUM |
|
| Employees |
3 (67% Investors, 0% Brokers)
|
| Phone | 508-229-3610 |
| Address | 132 Turnpike Road
Southborough, MA 01772 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
52
|
18.8 |
| (b) Individuals (high net worth individuals) |
50
|
126.9 |
| (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 |
1 |
1.4 |
| (h) Charitable organizations |
8 |
9.1 |
| (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 |
0 |
9.7 |
| (n) Other |
0 |
0.0 |
| Total |
229 |
165.8 |
| By Discretionary |
| Discretionary |
229 |
165.8 |
| Non-Discretionary |
0 |
0.0 |
| Total |
229 |
165.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
165.8 |
| Total |
229 |
165.8 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Institutional, Retail |
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