Investment adviser · CRD 309860
CAPSHIFT ADVISORS
Investment adviser filing (IA)
CAPSHIFT ADVISORS, LLC
WEST NEWTON, MA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $628M Form ADV · Item 5.F
- Client accounts
- 120 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 9 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 |
|---|---|---|---|
| Charities | 14 | $560,027,240 | 89.2% |
| Other investment advisers | Fewer than 5 | $56,421,561 | 9.0% |
| High-net-worth individuals | Fewer than 5 | $11,532,181 | 1.8% |
Filing source
Form ADV 2080581 · Mar 30, 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 30, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
15 SPENCER STREETWEST NEWTON, MA, 02465, United States
CRD 309860
Filing source
Form ADV 2080581 · Mar 30, 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.