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Capvest Partners, Inc.

● SEC registered since 2023CRD 324459SEC# 801-127205New York, NY
Export (members)
Reg. AUM
$10.25B
Employees
14
Accounts
11
Location
New York, NY

Capvest Partners, Inc. assets under management

Capvest Partners, Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2023. It reports $10.2 billion in regulatory assets under management and employs 14 people.

Capvest Partners, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Aida Snjezana SamarzijaChief Compliance OfficerUnder 5%2024
Christopher John Campbell ControlPresident, Director And Shareholder25-50%2021
F1 Capital Limited ControlShareholder25-50%2021
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Frequently asked questions

How much does Capvest Partners, Inc. manage?

Capvest Partners, Inc. reports $10.2 billion in regulatory assets under management on its Form ADV.

How many employees does Capvest Partners, Inc. have?

Capvest Partners, Inc. reports 14 employees.

Where is Capvest Partners, Inc. located?

Capvest Partners, Inc. is based in New York, NY and has been SEC-registered since 2023.

Does Capvest Partners, Inc. disclose fund performance?

Capvest Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address375 Park Ave, New York, NY 10152
Phone212-430-1400
Office hours9a.m. To 6p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$10.25B▲ 89%
Mar '25 — $5.42BApr '25 — $5.42BMay '25 — $5.42BJun '25 — $5.42BJul '25 — $5.42BAug '25 — $5.42BSep '25 — $5.42BOct '25 — $5.42BNov '25 — $5.42BDec '25 — $5.42BJan '26 — $5.42BFeb '26 — $5.42BMar '26 — $10.25BApr '26 — $10.25BMay '26 — $10.25BJun '26 — $10.25B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$10.25Bregulatory AUM
Discretionary $0Non-discretionary $10.25B