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CAPSHIFT ADVISORS

CAPSHIFT ADVISORS, LLC

CRD 309860 · SEC 801-119451

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15 SPENCER STREET, WEST NEWTON, MA, 02465, United States

Phone

617-865-5096

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$628.0M

Discretionary AUM

$377.2M

Team

16 total employees; 9 advisory reps; 23 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Charitable organizations14$560.0M

States served

CA, DC, MA

All web addresses on file

Official SEC filing: View on IAPD