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Capshift Advisors, LLC

● SEC registered since 2020CRD 309860SEC# 801-119451West Newton, MA
Export (members)
Reg. AUM
$495.2M
Employees
15
Accounts
131
Location
West Newton, MA

Capshift Advisors, LLC assets under management

Capshift Advisors, LLC is an SEC-registered investment adviser based in West Newton, MA. The firm has been registered since 2020. It reports $495.2 million in regulatory assets under management and employs 15 people.
www.capshift.comView on SEC.gov ↗

Capshift Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Adam Rein ControlChief Investment OfficerUnder 5%2020
Adam Rein ControlCeoUnder 5%2022
Capshift LLC ControlShareholderOver 75%2020
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Frequently asked questions

How much does Capshift Advisors, LLC manage?

Capshift Advisors, LLC reports $495.2 million in regulatory assets under management on its Form ADV.

How many employees does Capshift Advisors, LLC have?

Capshift Advisors, LLC reports 15 employees.

Where is Capshift Advisors, LLC located?

Capshift Advisors, LLC is based in West Newton, MA and has been SEC-registered since 2020.

Does Capshift Advisors, LLC disclose fund performance?

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

Contact & registration

Address15 Spencer Street, West Newton, MA 02465
Phone617-865-5096
Office hours9a.m. - 5p.m. Est
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$269M
Non-discretionary$226.3M
Total (RAUM)$495.2M