Capshift Advisors
Capshift Advisors is an SEC-registered ria in West Newton, MA with $628.0M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Capshift Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309860, SEC 801-119451, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $628.0M (2026-03-30)
- Firm type
- Ria
- Location
- West Newton, MA
- Employees
- 16
- Clients
- 14
- CRD
- 309860
- Ownership
- CAPSHIFT LLC; PEROLD, JACQUES, PIERRE; Hadick, Laurie, Kathleen; FOX, GERHARD, ROBERT; VAN DE BEEK, PETER, TYLER
How much AUM does Capshift Advisors have?
Capshift Advisors reported $628.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Capshift Advisors?
Disclosed owners and executives of Capshift Advisors include CAPSHIFT LLC, PEROLD, JACQUES, PIERRE, Hadick, Laurie, Kathleen, FOX, GERHARD, ROBERT, VAN DE BEEK, PETER, TYLER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.