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CAPSHIFT ADVISORS
Legal name: CAPSHIFT ADVISORS, LLC
CRD 309860File 801-119451
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.