CAPACUITY LLC

Overview

Capacuity LLC is a capital-allocating adviser that serves institutional clients with a focus on advisory and manager-selection work. The firm provides portfolio management for businesses and institutions, pension consulting services, and selection of other advisers — functions that position it as a consultant and allocator rather than a retail wealth manager. Fee arrangements include percentage-of-AUM and fixed fees, with other fee structures also used depending on the engagement. Investment activity centers on public fund vehicles — primarily mutual funds — supplemented by allocations to alternative strategies. The firm is not identified as an active ESG investor. Its regulatory profile shows SEC registration beginning in 2018 and a business structure as a limited liability company. Capacuity’s model leans toward consultative, institution-facing work: many relationships are non-discretionary, and the firm uses third-party managers and external fund vehicles to implement exposures for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices