CAPITAL SECURITY ADVISORS LLC
CRD #170059 SEC #802-80250 BOSTON, MA (857) 288-1990
State Registered Exempt Reporting Private Funds
Total AUM
$108M
Discretionary
$12.7M
Employees
5
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2014 | $108M | $12.7M | $95.3M | 5 | 0 |
| Feb 2014 | $0 | $0 | $0 | 5 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
| Dec 2013 | $0 | $0 | $0 | 4 | 0 |
DateAug 2014
Total AUM$108M
Discretionary$12.7M
Non-Disc.$95.3M
Employees5
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0