|
⚲
|
| Capshift Advisors LLC
✚
|
|
|---|---|
| CRD # | 309860 |
| SEC # | 801-119451 |
| CIK # | |
| AUM | $363.1 MM (2024-03-27) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 617-865-5096 |
| Address | 15 Spencer Street West Newton, MA 02465 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 6.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 339.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 17.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 115 | 363.1 |
| By Discretionary | ||
| Discretionary | 52 | 222.5 |
| Non-Discretionary | 63 | 140.6 |
| Total | 115 | 363.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.1 | |
| Total | 115 | 363.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Physicians Financial Services Inc
✚
|
NC | 0.4 |
|
Strategic Advocates LLC
✚
|
UT | 0.4 |
|
Alliance Wealth Management Group LLC
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|
NJ | 0.4 |
|
Aurora Private Wealth Inc
✚
|
NJ | 0.4 |
|
Comprehensive Financial Planning Inc
✚
|
PA | 0.4 |
|
Roth Financial Partners LLC
✚
|
TX | 0.4 |
|
Truvestments Capital LLC
✚
|
FL | 0.4 |
|
Inlight Wealth Management LLC
✚
|
GA | 0.4 |
|
Pavion Blue Capital LLC
✚
|
CA | 0.4 |
|
Edge Financial Advisors LLC
✚
|
IL | 0.4 |