Capstan LLC

Overview

Capstan LLC is a small, privately held advisory firm that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and conducts advisory activity from a single office, focusing on publicly available pooled vehicles rather than direct-stock-intensive strategies. Capstan is not positioned as an ESG-focused adviser, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices