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ADVANTAGE CAPITAL MANAGEMENT
Legal name: ADVANTAGE CAPITAL MANAGEMENT LLC
CRD 171128File 801-79707
APPROVED
Custody
Filing as of May 14, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.