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ADVANTAGE CAPITAL MANAGEMENT
Legal name: ADVANTAGE CAPITAL MANAGEMENT LLC
CRD 171128File 801-79707
APPROVED
Custody
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.26B
Top 10% of cohort (national)
Discretionary AUM
$8.08B
Non-discretionary $180.6M
Clients
13
72 accounts
Employees
30
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 14, 2014
- Principal office
- 1180 AVENUE OF THE AMERICAS, 21ST FLOOR, NEW YORK, NY, 10036
- Phone
- (332) 245 3563
- Website
- https://acap.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.26B
- Discretionary AUM
- $8.08B
- Non-discretionary AUM
- $180.6M
- Discretionary accounts
- 63
- Non-discretionary accounts
- 9
- Total accounts
- 72
- AUM per client
- $635.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 8 | $7.82B |
| Pooled investment vehicles | 5 | $441.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 30 | increased by4 |
| Apr 1, 2026 | AUM | $9,301,440,152 | $8,260,036,906 | decreased by$1,041,403,246 |
| Apr 1, 2026 | Accounts | 14 | 72 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 26 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 13 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,176,732,780 | $9,301,440,152 | increased by$4,124,707,372 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 14 | increased by4 |
| Apr 1, 2022 | Employees | 16 | 20 | increased by4 |
| Apr 1, 2022 | Clients | 7 | 10 | increased by3 |
| Apr 1, 2022 | AUM | $4,000,000,000 | $5,176,732,780 | increased by$1,176,732,780 |
| Apr 1, 2022 | Accounts | 7 | 10 | increased by3 |
| 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 “ADVANTAGE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVANTAGE CAPITAL” 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.