Capstone Asset Management LLC

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Assets, Funds, Holdings

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Capstone Asset Management LLC
CRD #155846
SEC #801-72116
CIK #0000825204
AUM
Employees 1 (100% Investors, 100% Brokers)
Phone800-257-2574
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
100080060040020002011201620212026
Sector Form 13F Holdings Value ($B)
Apple Inc 0.1
Microsoft Corp 0.1
Coca Cola Co 0.0
Taiwan Semiconductor Manufacturing Co Ltd 0.0
PepsiCo Inc 0.0
Facebook Inc 0.0
3M Co 0.0
Cisco Systems Inc 0.0
J P Morgan Chase & Co 0.0
Intel Corp 0.0
View All
Holdings by Sector ($B)
5.04.03.02.01.00.02011201320152018
AUM Breakdown Accounts AUM ($M)
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 2 241.3
(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 2 241.3
By Discretionary
Discretionary 0 0.0
Non-Discretionary 2 241.3
Total 2 241.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 241.3
Total 2 241.3
EDGAR Form CIK 2011 - 2026
13F-HR [0000825204]
Firm Profile (Form ADV)
ServesInstitutional
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