|
⚲
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| Capstone Asset Management LLC
✚
| |
|---|---|
| CRD # | 155846 |
| SEC # | 801-72116 |
| CIK # | 0000825204 |
| AUM | $231.2 MM (2024-01-09) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 800-257-2574 |
| Address | 4439 West Wyndemere Circle Schnecksville, PA 18078 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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) | 0 | 0.0 |
| (c) Banking or thrift institutions | 2 | 231.2 |
| (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 | 2 | 231.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 231.2 |
| Total | 2 | 231.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.2 | |
| Total | 2 | 231.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000825204] |
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