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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BABKA, SCOTT, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | |
| DWYER, DANIEL, BUCHANAN | I | CCO | NA | |
| FOX, GERHARD, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOX, GERHARD, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOX, GERHARD, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOX, GERHARD, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOX, GERHARD, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hadick, Laurie, Kathleen | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hadick, Laurie, Kathleen | I | CHIEF COMPLIANCE OFFICER | NA | |
| PEROLD, JACQUES, PIERRE | I | CEO | NA | Control |
| PEROLD, JACQUES, PIERRE | I | CEO | NA | Control |
| PEROLD, JACQUES, PIERRE | I | CEO | NA | Control |
| PEROLD, JACQUES, PIERRE | I | CEO | NA | Control |
| PEROLD, JACQUES, PIERRE | I | CEO | NA | Control |
| PEROLD, JACQUES, PIERRE | I | CHAIRMAN OF THE BOARD | NA | Control |
| PEROLD, JACQUES, PIERRE | I | CHAIRMAN OF THE BOARD | NA | Control |
| PEROLD, JACQUES, PIERRE | I | CHAIRMAN OF THE BOARD | NA | Control |
| PEROLD, JACQUES, PIERRE | I | CHAIRMAN OF THE BOARD | NA | Control |
| REIN, ADAM | I | PRESIDENT AND COO | NA | Control |
| REIN, ADAM | I | PRESIDENT AND COO | NA | Control |
| REIN, ADAM | I | PRESIDENT AND COO | NA | Control |
| REIN, ADAM | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| REIN, ADAM | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| REIN, ADAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REIN, ADAM | I | CEO | NA | Control |
| REIN, ADAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REIN, ADAM | I | CEO | NA | Control |
| REIN, ADAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REIN, ADAM | I | CEO | NA | Control |
| REIN, ADAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REIN, ADAM | I | CEO | NA | Control |
| SESSLER, SUSAN, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | |
| SESSLER, SUSAN, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | |
| SESSLER, SUSAN, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | |
| SESSLER, SUSAN, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | |
| SESSLER, SUSAN, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | Control |
| SESSLER, SUSAN, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | Control |
| VAN DE BEEK, PETER, TYLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAPSHIFT LLC | DE | SHAREHOLDER | E | Control |
| CAPSHIFT LLC | DE | SHAREHOLDER | E | Control |
| CAPSHIFT LLC | DE | SHAREHOLDER | E | Control |
| CAPSHIFT LLC | DE | SHAREHOLDER | E | Control |
| CAPSHIFT LLC | DE | SHAREHOLDER | E | Control |
| CAPSHIFT LLC | DE | SHAREHOLDER | E | Control |
| CAPSHIFT LLC | DE | SHAREHOLDER | E | Control |
| CAPSHIFT LLC | DE | SHAREHOLDER | E | Control |
| CAPSHIFT LLC | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CIRILLI, MARK, JAMES | I | MISSIONPOINT PARTNERS LLC | E | Control |
| CIRILLI, MARK, JAMES | I | MISSIONPOINT PARTNERS LLC | E | Control |
| MISSIONPOINT PARTNERS LLC | DE | MISSIONPOINT CAPSHIFT HOLDINGS LLC | D | Control |
| MISSIONPOINT PARTNERS LLC | DE | MISSIONPOINT CAPSHIFT HOLDINGS LLC | D | Control |
| MISSIONPOINT CAPSHIFT HOLDINGS LLC | DE | CAPSHIFT LLC | C | Control |
| MISSIONPOINT CAPSHIFT HOLDINGS LLC | DE | CAPSHIFT LLC | C | Control |
| REIN, ADAM | I | MISSIONPOINT CAPSHIFT HOLDINGS LLC | C | Control |
| REIN, ADAM | I | MISSIONPOINT CAPSHIFT HOLDINGS LLC | C | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (4)
CA DC MA PA
Address
15 SPENCER STREETWEST NEWTON, MA 02465
United States
Phone: 617-865-5096