Capstone Capital LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Capstone Capital LLC
CRD #123764
SEC #801-108040
CIK #0002069260, 0001993327
AUM 408.4 M (2026-02-24)
Employees 4 (50% Investors, 0% Brokers)
Phone702-433-7588
Address2600 Paseo Verde Parkway
Henderson, NV 89074-7167
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
4503602701809002001200920182027
CIK Period
0002069260 0001993327
Sector Form 13F Holdings Value ($M)
Coreweave Inc 8.9
Oracle Corp 7.7
Synopsys Inc 6.4
IRIS Energy Ltd 4.5
Yandex NV 4.3
Advanced Micro Devices Inc 4.1
KLA Tencor Corp 4.0
Pinduoduo Inc 4.0
Western Digital Corp 3.9
Bloom Energy Corp 3.7
ServiceNow Inc 3.2
II-VI Inc 3.2
Ciena Corp 3.1
Ctrip Com International Ltd 3.0
NRG Energy Inc 2.9
Apple Inc 2.8
Lumentum Holdings Inc 2.8
AXT Inc 2.6
CREE Inc 2.5
Boeing Co 2.5
Alphabet Inc 2.5
Constellation Energy Corp 2.3
SAP SE 2.3
Corning Inc /NY 2.2
Applied Materials Inc /DE 2.2
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 106 49.1
(b) Individuals (high net worth individuals) 92 308.5
(c) Banking or thrift institutions 1 48.7
(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 1 2.2
(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 551 408.4
By Discretionary
Discretionary 551 408.4
Non-Discretionary 0 0.0
Total 551 408.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 408.4
Total 551 408.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001993327]
13F-HR [0002069260]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
Comparable Firms State AUM
Bemanaged Financial Services Inc
MI 410.0 M
Taylor Financial Group Inc
VA 410.0 M
Professional Financial Solutions LLC
VA 409.7 M
Marks Wealth LLC
MD 409.2 M
Code Waechter LLC
FL 409.0 M
Rooted Wealth Advisors Inc
IL 408.8 M
Nexus338 LLC
MD 407.8 M
Fifth Force Management LLC
TX 406.9 M
Keystone Financial Planning Inc
OH 406.9 M
United Wealth Management LLC
406.6 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com