Capstone Investment Advisors LLC

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Capstone Investment Advisors LLC ✚
CRD #	155563
SEC #	801-73004
CIK #	0001724882, 0001599217, 0001426196
AUM	91.53 B (2026-04-23)
Employees	304 (38% Investors, 0% Brokers)
Fees
Minimum
Phone	212-232-1420
Address	7 World Trade Center New York, NY 10007
Source	[IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]

Total AUM ($B) Copy

CIK	Period
0001724882 0001599217 0001426196	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001724882 0001599217 0001426196

Sector	Form 13F Holdings	Value ($B)
	Amazon Com Inc	3.0
	Microsoft Corp	2.6
	Nvidia Corp	2.5
	Tesla Motors Inc	1.6
	Apple Inc	1.3
	Alphabet Inc	0.9
	Alphabet Inc	0.8
	Facebook Inc	0.7
	Discovery Communications Inc	0.5
	Broadcom Inc	0.4
	Advanced Micro Devices Inc	0.4
	Yandex NV	0.2
	Oracle Corp	0.2
	Micron Technology Inc	0.2

















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Type	Form D Funds	Date	Sold	AUM
HF	Capstone Drummer Fund LP	[2025-08-27]	100.0 M	281.7 M
	Filed 2025-08-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Capstone Crown Fund LP	2023-11-15		463.8 M
HF	Capstone First Responder LP	[2023-11-15]	150.0 M	195.8 M
	Filed 2025-07-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Capstone Alternative Markets Trend Strategy Master Cayman LP	[2023-05-25]	13.8 M	183.0 M
	Filed 2025-07-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Capstone Relative Value Volatility Fund Ltd	[2023-05-25]	157.2 M	179.2 M
	Filed 2024-03-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Capstone Alternative Risk Strategy Master Cayman LP	[2023-01-24]		1,146.0 M
	Filed 2025-07-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Capstone Income Opportunities III LLC	[2022-08-19]	5,150.0 M	5,484.0 M
	Filed 2025-05-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Capstone Hedge II LP	[2022-05-20]	55.0 M	35.2 M
	Filed 2025-04-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Capstone Mount Washington Fund LP	[2022-05-20]	88.4 M	52.5 M
	Filed 2025-07-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Capstone Valley Solutions Fund LP	2022-05-20		143.8 M
View All

AUM Breakdown	Accounts	AUM ($B)
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	0.1
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	29	91.4
(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	31	91.5
By Discretionary
Discretionary	31	91.5
Non-Discretionary	0	0.0
Total	31	91.5
By Non-United States Persons
Non-United States Persons		85.2
United States Persons		6.3
Total	31	91.5

Form D Directors	Role	# Filings	# Firms
Geoff Ruddick	Director	256	66
William Jones	Director	165	37
Ebony Myles-Berry	Director	93	36
Ian Goodall	Director	141	33
Geoffrey Ruddick	Director	19	9
Boris Onefater	Director	43	6
Alain Guerard	Director	15	6
Paul Britton	Director, Executive Officer	48	3
Rick Hanna	Director	20	3
Mark Gonzalez	Executive Officer	10	3
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001426196]
SC 13G	[0001426196]
13F-HR	[0001599217]
D	[0001724882]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Capstone Investment Advisors LLC	Global Partner Acquisition Corp	[2016-02-12]
Capstone Investment Advisors LLC	Double Eagle Acquisition Corp	[2016-02-12]
Capstone Investment Advisors LLC	Boulevard Acquisition Corp II	[2016-02-12]
Capstone Investment Advisors LLC	Terrapin 3 Acquisition Corp	[2015-02-13]

Firm Profile (Form ADV)
Discretionary AUM	$16.8B
Serves	Institutional
Fund Types	Hedge Fund
LEI	AV7QJSDB1GI2P6FRGL71

Comparable Firms	State	AUM
Bracebridge Capital LLC ✚	MA	100.35 B
Neuberger Berman Europe Limited ✚		97.98 B
Renaissance Technologies LLC ✚	NY	96.38 B
Numeric Investors LLC ✚	MA	94.40 B
Blackstone Alternative Asset Management LP ✚	NY	92.04 B
Lighthouse Investment Partners LLC ✚	FL	87.38 B
Park Avenue Institutional Advisers LLC ✚	NY	82.00 B
Blackstone Infrastructure Advisors LLC ✚	NY	80.17 B
AXA Investment Managers US Inc ✚	CT	79.24 B
Sun Life Capital Management US LLC ✚	MA	76.41 B

Capstone Investment Advisors LLC

Assets, Funds, Holdings