Capshift Advisors, LLC
● SEC registered since 2020CRD 309860SEC# 801-119451West Newton, MA
Reg. AUM
$628M
Employees
16
Accounts
120
Location
West Newton, MA
Capshift Advisors, LLC assets under management
Capshift Advisors, LLC is an SEC-registered investment adviser based in West Newton, MA. The firm has been registered since 2020. It reports $628 million in regulatory assets under management and employs 16 people.
Capshift Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Rein Control | Ceo | Under 5% | 2022 |
| Adam Rein Control | Chief Investment Officer | Under 5% | 2020 |
| Capshift LLC Control | Shareholder | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Capshift Advisors, LLC manage?
Capshift Advisors, LLC reports $628 million in regulatory assets under management on its Form ADV.
How many employees does Capshift Advisors, LLC have?
Capshift Advisors, LLC reports 16 employees.
Where is Capshift Advisors, LLC located?
Capshift Advisors, LLC is based in West Newton, MA and has been SEC-registered since 2020.
Does Capshift Advisors, LLC disclose fund performance?
Capshift Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15 Spencer Street, West Newton, MA 02465 |
| Phone | 617-865-5096 |
| Office hours | 9a.m. - 5p.m. Est |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$628M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$628Mregulatory AUM
Discretionary $377.2MNon-discretionary $250.8M