← Directory

CAPITOLIS ADVISORS LLC

CRD 290462File 801-122060
APPROVED
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.50B
Top 25% of cohort (national)
Discretionary AUM
$4.50B
Clients
0
4 accounts
Employees
68
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Aug 13, 2021
Principal office
11 WEST 42ND STREET, FLOOR 15, NEW YORK, NY, 10036
Phone
212-388-5204
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.50B
Discretionary AUM
$4.50B
Non-discretionary AUM
$0
Discretionary accounts
4
Non-discretionary accounts
0
Total accounts
4
AUM per client
—

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$4.50B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
May 1, 2026Employees4868increased by20
May 1, 2026Clients4—
May 1, 2026AUM$100,260,878$4,500,183,636increased by$4,399,922,758
May 1, 2025
vs Oct 1, 2022
Employees2348increased by25
May 1, 2025
vs Oct 1, 2022
Clients24increased by2
May 1, 2025
vs Oct 1, 2022
AUM$12,817,984,625$100,260,878decreased by$12,717,723,747
May 1, 2025
vs Oct 1, 2022
Accounts24increased by2
May 1, 2022Employees3023decreased by7
May 1, 2022AUM$8,748,363,006$12,817,984,625increased by$4,069,621,619
Sep 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CAPITOLIS ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITOLIS ADVISORS” 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.