CAPSHIFT ADVISORS, LLC
Legal name: CAPSHIFT ADVISORS
CRD #309860 SEC #801-119451 WEST NEWTON, MA 617-865-5096
SEC Registered
Total AUM
$495.2M
Discretionary
$269M
Employees
15
Clients
--
Accounts
131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $495.2M | $269M | $226.3M | 15 | 10 |
| Mar 2024 | $363.1M | $222.5M | $140.6M | 15 | 11 |
| Mar 2023 | $276.2M | $76.5M | $199.7M | 18 | 15 |
| Nov 2022 | $126.1M | $73.7M | $52.4M | 13 | 3 |
| Jun 2022 | $126.1M | $73.7M | $52.4M | 13 | 3 |
| Mar 2022 | $66.9M | $23.2M | $43.7M | 13 | 3 |
| Jun 2021 | $31.3M | $17.4M | $13.9M | 11 | 0 |
| Jan 2021 | $31.3M | $17.4M | $13.9M | 11 | 0 |
DateMar 2025
Total AUM$495.2M
Discretionary$269M
Non-Disc.$226.3M
Employees15
Clients10
DateMar 2024
Total AUM$363.1M
Discretionary$222.5M
Non-Disc.$140.6M
Employees15
Clients11
DateMar 2023
Total AUM$276.2M
Discretionary$76.5M
Non-Disc.$199.7M
Employees18
Clients15
DateNov 2022
Total AUM$126.1M
Discretionary$73.7M
Non-Disc.$52.4M
Employees13
Clients3
DateJun 2022
Total AUM$126.1M
Discretionary$73.7M
Non-Disc.$52.4M
Employees13
Clients3
DateMar 2022
Total AUM$66.9M
Discretionary$23.2M
Non-Disc.$43.7M
Employees13
Clients3
DateJun 2021
Total AUM$31.3M
Discretionary$17.4M
Non-Disc.$13.9M
Employees11
Clients0
DateJan 2021
Total AUM$31.3M
Discretionary$17.4M
Non-Disc.$13.9M
Employees11
Clients0