Capacuity LLC

RIASEC Registered

Total AUM

$13.9B

Discretionary

$2.8B

20% of AUM

Avg account

$63.6M

Accounts

218

Employees

Advisory reps

Firm details

Headquarters: Lake Mary, Florida
CRD number: 297679
Registered since: July 19, 2018
Website: www.capacuity.com
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Corporations / Businesses82.34%
Other16.1%
Pooled Investment Vehicles1.56%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Capacuity LLC is an institutional registered investment adviser formed in 2018 that positions itself as a capital allocator for institutional clients. The firm provides portfolio management for businesses and institutions, offers pension consulting services, and conducts selection of other advisers on behalf of clients. Its fee arrangements include percentage-of-AUM billing as well as fixed and other fee structures. Filings also list affiliations with a broker-dealer and an insurance company, and the adviser does not identify itself as an active ESG investor.