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CAPVEST PARTNERS, INC.
CRD 324459File 801-127205
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 14 | increased by2 |
| Apr 1, 2026 | Clients | 8 | 11 | increased by3 |
| Apr 1, 2026 | AUM | $5,422,991,704 | $10,246,424,438 | increased by$4,823,432,734 |
| Apr 1, 2026 | Accounts | 8 | 11 | increased by3 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPVEST PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPVEST PARTNERS” 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.