Capacuity LLC

RIASEC RegisteredEst. 2018

Total AUM

$13.9B

Discretionary

$2.8B

20% of AUM

Avg account

$63.6M

Accounts

218

Employees

40

Advisory reps

11

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.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds84%
Other16%

Owners & executives

3 of 3

Peter Cahall
Chief Executive OfficerCRD 37990
Mendel Melzer
Chief Investment OfficerCRD 1306791
Bryant Kirk
Chief Operating OfficerCRD 1049653

Contacts

3 of 8

Thomas Cook
Vice PresidentCRD 5577551
Robert Little
VP Director of Investment ResearchCRD 4726747
David Baum
Managing DirectorCRD 867275

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Lake Mary, FL

Seminole

Location

Lake Mary, FL

Headquartered in Lake Mary, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area: Orlando-Lakeland-Deltona, FL
Region: South
County: Seminole
Address: 300 International Pkwy
Time zone: ET (UTC-5)
Office locations

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