Capis

Overview

Capis is organized as a corporation and has been registered with the SEC since 1977. The firm's ownership is listed as a combination of domestic entity and individual interests. In the dataset this adviser is categorized as "Unclassified," and the provider-level flags indicate it is not a capital allocator, not an active ESG investor, not a pension consultant, and is not flagged as a related adviser or newly formed adviser. Publicly available information in the dataset about Capis's client mix, fee schedules, specific advisory activities or investment strategies is limited. The record does not include reported assets under management, client counts, or public-holdings detail, so there is little to evaluate on portfolio construction, model use, or manager selection from the available source.

Location & Offices