| Name | Title | Ownership | Since |
|---|---|---|---|
| Strategic Legacy Group, LLC Control | Holding Company | Over 75% | 2024 |
| Travis Leigh Bator Control | Chief Compliance Officer/Chief Operating Officer | Under 5% | 2025 |
| Genesis2021 Control | Owner | 50-75% | 2021 |
Capstone Investment Group, LLC reports $152.4 million in regulatory assets under management on its Form ADV.
Capstone Investment Group, LLC reports 9 employees.
Capstone Investment Group, LLC is based in Olympia, WA and has been SEC-registered since 2021.
Capstone Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2405 Evergreen Park Drive SW Bldg a, Olympia, WA 98502 |
| Phone | 360-570-9888 |
| Fax | 360-528-2017 |
| Office hours | M-Th 9-5 To M-Th 9-5 And Friday'S 9-3p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $152.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $152.4M |