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Building 2CAPSHIFT ADVISORS

Map pinWEST NEWTON, MA
Phone617-865-5096
NotebookSEC #801-119451
Total AUM
$628M
Employees
16
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 SPENCER STREET
WEST NEWTON
MA 02465
United States
Operating Hours
9AM - 5PM EST
Monday - Friday
Phone
617-865-5096
Other Offices
1

ReceiptFinancials

Total AUM
$628M
Accounts
120
Discretionary
$377.2M
Accounts
65
Non-Discretionary
$250.8M
Accounts
55

ContactClients

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HNW Individual Clients
1
AUM
$11.5M
Charitable Organization Clients
14
AUM
$560M
Investment Advisor Clients
1
AUM
$56.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCMA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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