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Building 2CAPACUITY LLC

Map pinLAKE MARY, FL
Phone(407) 949-6889
NotebookSEC #801-113636
Total AUM
$13.9B
Employees
40
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 INTERNATIONAL PARKWAY
SUITE 350
LAKE MARY
FL 32746
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
(407) 949-6889
Other Offices
2

ReceiptFinancials

Total AUM
$13.9B
Accounts
218
Discretionary
$2.8B
Accounts
45
Non-Discretionary
$11.1B
Accounts
173

ContactClients

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Pooled Vehicle Clients
1
AUM
$216.7M
Corporation or Business Clients
121
AUM
$11.4B
Other Clients
8
AUM
$2.2B
Description of Other Clients
NON-QUALIFIED DEFERRED COMPENSATION PLANS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNVNYOHOKORPAPRRISCTNTXUTVAVIVTWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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