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CAPULA INVESTMENT US LP
CRD 157589File 801-73189
APPROVED
Custody
Filing as of Jun 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$137.44B
Top 10% of cohort (national)
Discretionary AUM
$137.44B
Clients
7
8 accounts
Employees
80
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 30, 2012
- Principal office
- 510 MADISON AVENUE, 9TH FLOOR, NEW YORK, NY, 10022
- Phone
- (646) 874-5400
- Website
- http://www.capulaglobal.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $137.44B
- Discretionary AUM
- $137.44B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $19.63B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $137.41B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEES PAID BY CAPULA INVESTMENT MANAGEMENT LLP
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 8 | 7 | decreased by1 |
| Apr 1, 2026 | Employees | 60 | 80 | increased by20 |
| Apr 1, 2026 | Clients | 9 | 8 | decreased by1 |
| Apr 1, 2026 | AUM | $78,356,981,797 | $137,437,353,519 | increased by$59,080,371,722 |
| Apr 1, 2026 | Accounts | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 41 | 60 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $118,360,187,022 | $78,356,981,797 | decreased by$40,003,205,225 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 9 | increased by1 |
| Apr 1, 2022 | Employees | 36 | 41 | increased by5 |
| Apr 1, 2022 | Clients | 6 | 8 | increased by2 |
| Apr 1, 2022 | AUM | $82,111,846,171 | $118,360,187,022 | increased by$36,248,340,851 |
| Apr 1, 2022 | Accounts | 6 | 8 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPULA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPULA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.