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CAPVEST PARTNERS, INC.
CRD 324459File 801-127205
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.25B
Top 10% of cohort (national)
Discretionary AUM
$0
Non-discretionary $10.25B
Clients
11
11 accounts
Employees
14
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 18, 2023
- Principal office
- 375 PARK AVE, NEW YORK, NY, 10152
- Phone
- 212-430-1400
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.25B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $10.25B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 11
- Total accounts
- 11
- AUM per client
- $931.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $10.25B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — INVESTMENT ADVISORY FEE FROM CAPVEST PARTNERS LLP
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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.