| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rocky Mountain Capital Fund, L.P. | Hedge | $3M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Terese Zemann Control | Chief Compliance Officer | Under 5% | 2010 |
| Elizabeth A. Cornehlsen Control | Member | 10-25% | 2009 |
| James Bryan Cornehlsen Control | Chief Executive Officer | 50-75% | 2022 |
Capstone Investment Financial Group, LLC reports $136.6 million in regulatory assets under management on its Form ADV.
Capstone Investment Financial Group, LLC manages 1 private funds with combined gross assets of $3 million.
Capstone Investment Financial Group, LLC reports 5 employees.
Capstone Investment Financial Group, LLC is based in Webster, NY and has been SEC-registered since 2007.
Capstone Investment Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 115 West Salori Court, Webster, NY 14580 |
| Phone | 719-477-9883 |
| Fax | 719-477-1045 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $131.9M |
| Non-discretionary | $4.6M |
| Total (RAUM) | $136.6M |