Capstone Investment Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 155563
- Registered since
- January 23, 2012
- Website
- www.capstoneco.com
- Custodians
- MORGAN STANLEY & CO. LLC, THE BANK OF NEW YORK MELLON, GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.85%
- Banking / Thrift Institutions0.15%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Capstone Investment Advisors, LLC is an SEC-registered investment manager organized as an LLC and operating since 2012. The firm is classified as a hedge fund manager that primarily serves institutional clients. It performs portfolio management for pooled investment vehicles and for businesses or institutions, and it also acts in roles typical of sponsors and general partners or managing members of pooled vehicles. Capstone is identified as a CPO/CTA in its business activities. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The firm describes itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Cash & Cash Equivalents80%
- Derivatives20%
Owners & executives
3 of 4
Paul Britton
Founder & Chief Exceutive OfficerCRD 4473988
Niall Cameron
Chief Risk OfficerCRD 7616868
Robert Kolodziej
Chief Operating OfficerCRD 5010203
Contacts
3 of 4
Matthew Tonelli
Head of InvestmentsCRD 4709338
David Zimmerman
General Counsel & CCOCRD 4863919
Pavel Blinchik
Portfolio ManagerCRD 4692847
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$5.6B in ETFs
100%
$5.6B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.2B | 1,562,108 | 21.02% |
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
- 7 World Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Blackstone Alternative Asset Management L.P.
RIANew York, NY
Insight Venture Partners
RIANew York, NY
Cerberus Capital Management, L.P.
RIANew York, NY
Coatue Management, L.L.C.
RIANew York, NY
Blue Owl Gpsc Advisors LLC
RIANew York, NY
Wisdomtree Asset Management, Inc.
RIANew York, NY