CAPSHIFT ADVISORS
Firm details
- Headquarters
- WEST NEWTON, Massachusetts
- CRD number
- 309860
- Registered since
- September 15, 2020
- Website
- capshift.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations89.18%
- Other Investment Advisers8.98%
- HNWI1.84%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Capshift Advisors LLC is a capital allocator that serves an institutional client base and operates as an SEC-registered adviser since 2020. The firm charges either a percentage of assets under management or fixed fees and provides portfolio management across a range of client types: individuals and small businesses, pooled investment vehicles, and institutional or business accounts. It also performs manager selection for third-party advisers. The firm is organized as a limited liability company and is classified in available records as "Unclassified." Capshift does not list ESG as an active focus and is not identified as a multi-state or pension consultant adviser.
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
- Other36%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents25%
- Investment Grade Corp Bonds5%
Owners & executives
3 of 3ADAM REIN
CEO & Chief Investment OfficerCRD 7252257
DANIEL DWYER
Chief Compliance OfficerCRD 7460641
SUSAN SESSLER
President, COOCRD 6541301
Contacts
1 of 1JACQUES PEROLD
Chairman of the BoardCRD 4407744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST NEWTON, MA
MIDDLESEX
Location
WEST NEWTON, MA
Headquartered in WEST NEWTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 15 Spencer St
- Time zone
- ET (UTC-5)
- Office locations
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