Capitalize Advisors LLC

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Capitalize Advisors LLC
CRD #327225
SEC #802-128397
CIK #
AUM
Employees
Fees
Minimum
Phone415-209-5902
Address1885 Mission Street
San Francisco, CA 94103
Source [IAPD] [Website] [LinkedIn] [Instagram]
Total AUM ($)
1.00.80.60.40.20.02009201420192025
Type Form D Funds Date Sold AUM
VC Atmos Financial PBC I A Series of Capitalize Investments LLC 2024-03-29 0.1 M
VC Atom Limbs I A Series of Capitalize Investments LLC [2024-03-29] 0.1 M 0.1 M
Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC Babylon AI I A Series of Capitalize Investments LLC [2024-03-29] 0.0 M 0.0 M
Offered $10,000 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Blushift Aerospace I A Series of Capitalize Investments LLC 2024-03-29 0.1 M
VC Invitris I A Series of Capitalize Investments LLC [2024-03-29] 0.0 M 0.0 M
Offered $24,500 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Mobly I A Series of Capitalize Investments LLC [2024-03-29] 0.2 M 0.2 M
Filed 2023-07-27 (D) · Exemption 506(b) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC NYCE Verified SPV I A Series of Capitalize Investments LLC [2024-03-29] 0.0 M 0.0 M
Filed 2023-09-12 (D) · Exemption 506(b) · Minimum $200 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC Polopay I A Series of Capitalize Investments LLC [2024-03-29] 0.0 M 0.0 M
Offered $19,500 · Filed 2023-07-27 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Qnetic I A Series of Capitalize Investments LLC [2024-03-29] 0.1 M 0.1 M
Offered $115,000 · Filed 2023-09-12 (D) · Exemption 506(b) · Minimum $20,000 · Duration One year or less · Revenue Decline to Disclose
VC S23 Capitalize Fund I DP A Series of Capitalize Funds LP 2024-03-29 0.5 M
VC S23 Capitalize Fund I NM A Series of Capitalize Funds LP 2024-03-29 0.6 M
VC Second I A Series of Capitalize Investments LLC [2024-03-29] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Temple QOF I A Series of Capitalize Investments LLC 2024-03-29 0.3 M
VC Twig I A Series of Capitalize Investments LLC [2024-03-29] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Upduo I A Series of Capitalize Investments LLC 2024-03-29 0.2 M
VC 1Stcollab A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $18,001 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Alphawatch AI I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Booth AI I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $41,000 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Buildjet I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $10,000 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Chart I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $3,000 · Duration One year or less · Revenue Decline to Disclose
VC Dill I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Gradientj I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $10,250 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Ivy I A Series of Capitalize Investments LLC [2023-06-23] 0.1 M 0.1 M
Offered $55,000 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Launchflow I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Magicflow I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $9,000 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Mercoa I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Neptyne I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Pando Bioscience I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Peeba I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $20,170 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Persana AI I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Planar I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC RUUF I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $37,500 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC Viddy I A Series of Capitalize Investments LLC [2023-06-23] 0.0 M 0.0 M
Offered $11,000 · Filed 2023-06-30 (D) · Exemption 506(b) · Minimum $500 · Duration One year or less · Revenue Decline to Disclose
VC W23 Capitalize Fund I A Series of Capitalize Investments LLC [2023-06-23] 1.0 M 1.0 M
Offered $1,024,600 · Filed 2023-06-23 (D) · Exemption 506(b) · Minimum $100 · Remaining $10,000 · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($)
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 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
Nicholas Tommarello Promoter 155 3
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