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Capacuity LLC

● SEC registered since 2018CRD 297679SEC# 801-113636Lake Mary, FL
Export (members)
Reg. AUM
$10.6B
Employees
33
Accounts
86
Location
Lake Mary, FL

Capacuity LLC assets under management

Capacuity LLC is a registered investment adviser overseen by the SEC based in Lake Mary, FL. The firm has been registered since 2018. It reports $10.6 billion in regulatory assets under management and employs 33 people.

Capacuity LLC owners & executives

5 reported
NameTitleOwnershipSince
Bryant Willis Kirk ControlChief Compliance OfficerUnder 5%2018
Capacuity Financial, Inc. ControlMemberOver 75%2023
Mendel Allen Melzer ControlChief Investment OfficerUnder 5%2018
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Frequently asked questions

How much does Capacuity LLC manage?

Capacuity LLC reports $10.6 billion in regulatory assets under management on its Form ADV.

How many employees does Capacuity LLC have?

Capacuity LLC reports 33 employees.

Where is Capacuity LLC located?

Capacuity LLC is based in Lake Mary, FL and has been SEC-registered since 2018.

Does Capacuity LLC disclose fund performance?

Capacuity LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 International Parkway, Suite 350, Lake Mary, FL 32746
Phone(407) 949-6889
FaxN/A
Office hours9:00 a.m. - 6:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.53B
Non-discretionary$8.07B
Total (RAUM)$10.6B