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CAPSHIFT ADVISORS
Legal name: CAPSHIFT ADVISORS, LLC
CRD 309860File 801-119451
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$628.0M
Above cohort median (national)
Discretionary AUM
$377.2M
Non-discretionary $250.8M
Clients
14
120 accounts
Employees
16
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 15, 2020
- Principal office
- 15 SPENCER STREET, WEST NEWTON, MA, 02465
- Phone
- 617-865-5096
- Website
- http://www.capshift.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $628.0M
- Discretionary AUM
- $377.2M
- Non-discretionary AUM
- $250.8M
- Discretionary accounts
- 65
- Non-discretionary accounts
- 55
- Total accounts
- 120
- AUM per client
- $44.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $560.0M |
| Other investment advisers | Fewer than 5 | $56.4M |
| High net worth individuals | Fewer than 5 | $11.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2026 | Clients | 13 | 14 | increased by1 |
| Apr 1, 2026 | AUM | $495,249,270 | $627,980,982 | increased by$132,731,712 |
| Apr 1, 2026 | Accounts | 131 | 120 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $126,127,625 | $495,249,270 | increased by$369,121,645 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 58 | 131 | increased by73 |
| Jul 1, 2022 | AUM | $66,878,510 | $126,127,625 | increased by$59,249,115 |
| Jul 1, 2022 | Accounts | 31 | 58 | increased by27 |
| Apr 1, 2022 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2022 | AUM | $31,271,051 | $66,878,510 | increased by$35,607,459 |
| Apr 1, 2022 | Accounts | 6 | 31 | increased by25 |
| 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 “CAPSHIFT ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPSHIFT 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.