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EAST CAPITAL
Legal name: EAST CAPITAL FINANCIAL SERVICES AB
CRD 335426File 801-132923
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.28B
Top 25% of cohort (national)
Discretionary AUM
$4.10B
Non-discretionary $178.0M
Clients
12,062
12,063 accounts
Employees
30
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 10, 2025
- Principal office
- KUNGSGATAN 28, STOCKHOLM, 11135
- Phone
- +46 8 505 97 777
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.28B
- Discretionary AUM
- $4.10B
- Non-discretionary AUM
- $178.0M
- Discretionary accounts
- 1,083
- Non-discretionary accounts
- 10,980
- Total accounts
- 12,063
- AUM per client
- $355K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $568.0M |
| Pooled investment vehicles | 1 | $3.42B |
| Individuals (other than high net worth individuals) | 12,061 | $284.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- 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.