CAPSHIFT ADVISORS, LLC
Doing business as CAPSHIFT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$627,980,982
Discretionary
$377,219,750
Non-discretionary
$250,761,232
Firm details
- CRD number
- 309860
- SEC file number
- 801-119451
- Main office
- WEST NEWTON, MA, United States
- Employees
- 16
- SEC status
- Approved
- Website
- http://www.capshift.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.