CAPSTONE INVESTMENT ADVISORS, LLC
CRD #155563 SEC #801-73004 NEW YORK, NY 212-232-1420
SEC Registered Private Funds Disclosures
Total AUM
$91.7B
Discretionary
$91.7B
Employees
330
Clients
--
Accounts
33
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $91.7B | $91.7B | $0 | 330 | 0 |
| Aug 2025 | $91.7B | $91.7B | $0 | 330 | 0 |
| Jun 2025 | $91.7B | $91.7B | $0 | 330 | 0 |
| Mar 2025 | $91.7B | $91.7B | $0 | 330 | 0 |
| Oct 2024 | $69.3B | $69.2B | $15.2M | 284 | 1 |
| Sep 2024 | $69.3B | $69.2B | $15.2M | 284 | 1 |
| Sep 2024 | $69.3B | $69.2B | $15.2M | 284 | 1 |
| Jul 2024 | $69.3B | $69.2B | $15.2M | 284 | 1 |
| Jul 2024 | $69.3B | $69.2B | $15.2M | 284 | 1 |
| Mar 2024 | $69.3B | $69.2B | $15.2M | 284 | 1 |
| Jan 2024 | $43.5B | $43.4B | $55.6M | 253 | 0 |
| Nov 2023 | $43.5B | $43.4B | $55.6M | 253 | 0 |
| Jul 2023 | $43.5B | $43.4B | $55.6M | 253 | 0 |
| May 2023 | $43.5B | $43.4B | $55.6M | 253 | 0 |
| Mar 2023 | $43.5B | $43.4B | $55.6M | 253 | 0 |
| Jan 2023 | $68.1B | $68.1B | $0 | 213 | 2 |
| Jan 2023 | $68.1B | $68.1B | $0 | 213 | 2 |
| Aug 2022 | $68.1B | $68.1B | $0 | 213 | 2 |
| Aug 2022 | $68.1B | $68.1B | $0 | 213 | 2 |
| May 2022 | $68.1B | $68.1B | $0 | 213 | 2 |
| Mar 2022 | $68.1B | $68.1B | $0 | 213 | 2 |
| Jan 2022 | $46B | $45.9B | $152.5M | 176 | 0 |
| Nov 2021 | $46B | $45.9B | $152.5M | 176 | 0 |
| Mar 2021 | $46B | $45.9B | $152.5M | 176 | 0 |
| Mar 2021 | $71.4B | $71.4B | $0 | 157 | 0 |
| Nov 2020 | $71.4B | $71.4B | $0 | 157 | 0 |
| Aug 2020 | $71.4B | $71.4B | $0 | 157 | 0 |
| Mar 2020 | $71.4B | $71.4B | $0 | 157 | 0 |
| Feb 2020 | $58.4B | $58.4B | $0 | 144 | 0 |
| Oct 2019 | $51.3B | $51.3B | $0 | 142 | 0 |
| Jun 2019 | $43.3B | $43.3B | $0 | 138 | 0 |
| Mar 2019 | $63.7B | $63.7B | $0 | 144 | 0 |
| Nov 2018 | $60.7B | $60.7B | $0 | 143 | 0 |
| Nov 2018 | $60.7B | $60.7B | $0 | 143 | 0 |
| Aug 2018 | $60.6B | $60.6B | $0 | 140 | 0 |
| Mar 2018 | $27.1B | $27.1B | $0 | 128 | 0 |
| Feb 2018 | $28.3B | $28.3B | $0 | 128 | 0 |
| Aug 2017 | $31.2B | $31.2B | $0 | 108 | 11 |
| Mar 2017 | $28.3B | $28.3B | $0 | 94 | 11 |
| Feb 2017 | $19.3B | $19.3B | $0 | 96 | 11 |
| Oct 2016 | $19.3B | $19.3B | $0 | 96 | 11 |
| Jul 2016 | $19.3B | $19.3B | $0 | 96 | 11 |
| Apr 2016 | $19.3B | $19.3B | $0 | 96 | 11 |
| Mar 2016 | $19.3B | $19.3B | $0 | 96 | 11 |
| Mar 2016 | $19.3B | $19.3B | $0 | 96 | 11 |
| Feb 2016 | $22.5B | $22.5B | $0 | 88 | 1 |
| Jul 2015 | $22.5B | $22.5B | $0 | 88 | 1 |
| Jun 2015 | $22.5B | $22.5B | $0 | 88 | 1 |
| May 2015 | $22.5B | $22.5B | $0 | 88 | 1 |
| Apr 2015 | $22.5B | $22.5B | $0 | 88 | 1 |
| Mar 2015 | $22.5B | $22.5B | $0 | 88 | 1 |
| Feb 2015 | $16.8B | $16.8B | $0 | 45 | 1 |
| Dec 2014 | $16.8B | $16.8B | $0 | 45 | 1 |
| Mar 2014 | $16.8B | $16.8B | $0 | 45 | 1 |
| Nov 2013 | $11.9B | $11.9B | $0 | 56 | 1 |
| Mar 2013 | $11.9B | $11.9B | $0 | 56 | 1 |
| Aug 2012 | $9.5B | $9.5B | $0 | -- | 1 |
| Dec 2011 | $3.7B | $3.7B | $0 | -- | 11 |
DateNov 2025
Total AUM$91.7B
Discretionary$91.7B
Non-Disc.$0
Employees330
Clients0
DateAug 2025
Total AUM$91.7B
Discretionary$91.7B
Non-Disc.$0
Employees330
Clients0
DateJun 2025
Total AUM$91.7B
Discretionary$91.7B
Non-Disc.$0
Employees330
Clients0
DateMar 2025
Total AUM$91.7B
Discretionary$91.7B
Non-Disc.$0
Employees330
Clients0
DateOct 2024
Total AUM$69.3B
Discretionary$69.2B
Non-Disc.$15.2M
Employees284
Clients1
DateSep 2024
Total AUM$69.3B
Discretionary$69.2B
Non-Disc.$15.2M
Employees284
Clients1
DateSep 2024
Total AUM$69.3B
Discretionary$69.2B
Non-Disc.$15.2M
Employees284
Clients1
DateJul 2024
Total AUM$69.3B
Discretionary$69.2B
Non-Disc.$15.2M
Employees284
Clients1
DateJul 2024
Total AUM$69.3B
Discretionary$69.2B
Non-Disc.$15.2M
Employees284
Clients1
DateMar 2024
Total AUM$69.3B
Discretionary$69.2B
Non-Disc.$15.2M
Employees284
Clients1
DateJan 2024
Total AUM$43.5B
Discretionary$43.4B
Non-Disc.$55.6M
Employees253
Clients0
DateNov 2023
Total AUM$43.5B
Discretionary$43.4B
Non-Disc.$55.6M
Employees253
Clients0
DateJul 2023
Total AUM$43.5B
Discretionary$43.4B
Non-Disc.$55.6M
Employees253
Clients0
DateMay 2023
Total AUM$43.5B
Discretionary$43.4B
Non-Disc.$55.6M
Employees253
Clients0
DateMar 2023
Total AUM$43.5B
Discretionary$43.4B
Non-Disc.$55.6M
Employees253
Clients0
DateJan 2023
Total AUM$68.1B
Discretionary$68.1B
Non-Disc.$0
Employees213
Clients2
DateJan 2023
Total AUM$68.1B
Discretionary$68.1B
Non-Disc.$0
Employees213
Clients2
DateAug 2022
Total AUM$68.1B
Discretionary$68.1B
Non-Disc.$0
Employees213
Clients2
DateAug 2022
Total AUM$68.1B
Discretionary$68.1B
Non-Disc.$0
Employees213
Clients2
DateMay 2022
Total AUM$68.1B
Discretionary$68.1B
Non-Disc.$0
Employees213
Clients2
DateMar 2022
Total AUM$68.1B
Discretionary$68.1B
Non-Disc.$0
Employees213
Clients2
DateJan 2022
Total AUM$46B
Discretionary$45.9B
Non-Disc.$152.5M
Employees176
Clients0
DateNov 2021
Total AUM$46B
Discretionary$45.9B
Non-Disc.$152.5M
Employees176
Clients0
DateMar 2021
Total AUM$46B
Discretionary$45.9B
Non-Disc.$152.5M
Employees176
Clients0
DateMar 2021
Total AUM$71.4B
Discretionary$71.4B
Non-Disc.$0
Employees157
Clients0
DateNov 2020
Total AUM$71.4B
Discretionary$71.4B
Non-Disc.$0
Employees157
Clients0
DateAug 2020
Total AUM$71.4B
Discretionary$71.4B
Non-Disc.$0
Employees157
Clients0
DateMar 2020
Total AUM$71.4B
Discretionary$71.4B
Non-Disc.$0
Employees157
Clients0
DateFeb 2020
Total AUM$58.4B
Discretionary$58.4B
Non-Disc.$0
Employees144
Clients0
DateOct 2019
Total AUM$51.3B
Discretionary$51.3B
Non-Disc.$0
Employees142
Clients0
DateJun 2019
Total AUM$43.3B
Discretionary$43.3B
Non-Disc.$0
Employees138
Clients0
DateMar 2019
Total AUM$63.7B
Discretionary$63.7B
Non-Disc.$0
Employees144
Clients0
DateNov 2018
Total AUM$60.7B
Discretionary$60.7B
Non-Disc.$0
Employees143
Clients0
DateNov 2018
Total AUM$60.7B
Discretionary$60.7B
Non-Disc.$0
Employees143
Clients0
DateAug 2018
Total AUM$60.6B
Discretionary$60.6B
Non-Disc.$0
Employees140
Clients0
DateMar 2018
Total AUM$27.1B
Discretionary$27.1B
Non-Disc.$0
Employees128
Clients0
DateFeb 2018
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees128
Clients0
DateAug 2017
Total AUM$31.2B
Discretionary$31.2B
Non-Disc.$0
Employees108
Clients11
DateMar 2017
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees94
Clients11
DateFeb 2017
Total AUM$19.3B
Discretionary$19.3B
Non-Disc.$0
Employees96
Clients11
DateOct 2016
Total AUM$19.3B
Discretionary$19.3B
Non-Disc.$0
Employees96
Clients11
DateJul 2016
Total AUM$19.3B
Discretionary$19.3B
Non-Disc.$0
Employees96
Clients11
DateApr 2016
Total AUM$19.3B
Discretionary$19.3B
Non-Disc.$0
Employees96
Clients11
DateMar 2016
Total AUM$19.3B
Discretionary$19.3B
Non-Disc.$0
Employees96
Clients11
DateMar 2016
Total AUM$19.3B
Discretionary$19.3B
Non-Disc.$0
Employees96
Clients11
DateFeb 2016
Total AUM$22.5B
Discretionary$22.5B
Non-Disc.$0
Employees88
Clients1
DateJul 2015
Total AUM$22.5B
Discretionary$22.5B
Non-Disc.$0
Employees88
Clients1
DateJun 2015
Total AUM$22.5B
Discretionary$22.5B
Non-Disc.$0
Employees88
Clients1
DateMay 2015
Total AUM$22.5B
Discretionary$22.5B
Non-Disc.$0
Employees88
Clients1
DateApr 2015
Total AUM$22.5B
Discretionary$22.5B
Non-Disc.$0
Employees88
Clients1
DateMar 2015
Total AUM$22.5B
Discretionary$22.5B
Non-Disc.$0
Employees88
Clients1
DateFeb 2015
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees45
Clients1
DateDec 2014
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees45
Clients1
DateMar 2014
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees45
Clients1
DateNov 2013
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees56
Clients1
DateMar 2013
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees56
Clients1
DateAug 2012
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$0
Employees--
Clients1
DateDec 2011
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees--
Clients11