Investment adviser · CRD 297679
CAPACUITY LLC
Investment adviser filing (IA)
LAKE MARY, FL, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $13.9B Form ADV · Item 5.F
- Client accounts
- 218 Accounts, not individual clients
- Employees
- 40 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 121 | $11,418,084,440 | 82.3% |
| Other clients | 8 | $2,232,055,968 | 16.1% |
| Pooled investment vehicles | 1 | $216,672,704 | 1.6% |
Filing source
Form ADV 2063223 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
300 INTERNATIONAL PARKWAY, SUITE 350LAKE MARY, FL, 32746, United States
CRD 297679
Filing source
Form ADV 2063223 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.