CAPITOLIS ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 290462
- Registered since
- August 13, 2021
- Website
- capitolis.com
- Custodians
- DEUTSCHE BANK SECURITIES INC., BNY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Capitolis Advisors LLC is an SEC-registered limited liability company that began registration in 2021. The firm provides portfolio management services directed at businesses and institutional clients. Its reported fee arrangements include both percentage-of-AUM and fixed-fee structures. Capitolis is not identified as a capital allocator and does not report active ESG investing. Regulatory and business affiliations listed on filings include a broker-dealer, another registered investment adviser, and a registered security-based swap dealer.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds59%
- Exchange Traded Equities32%
- Other9%
Owners & executives
3 of 3Gil Mandelzis
CEO & FounderCRD 3104053
JON BORER
Chief Risk Officer, CCOCRD 6374938
LINDSEY BAPTISTE
Chief Financial OfficerCRD 5714590
Contacts
2 of 2STUART WEXLER
General CounselCRD 2976310
AMOL NAIK
Advisory DirectorCRD 4038319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$146M in ETFs
100%
$146M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EMERGING MARKETS ETF (EEM) | BlackRock | Passive | Diversified Emerging Mkts | $126M | 3,610,000 | 86.10% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 11 W 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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