CAPITALIZE

Overview

Capitalize is organized as a limited liability company that operates both as an adviser and in a broker-dealer capacity. Its adviser profile is unconventional: it does not report traditional advisory AUM or retail/discretionary client relationships, and it is not registered as a multi-state adviser, pension consultant, or ESG-focused manager. The firm's principal investment activity centers on managing private fund vehicles rather than running taxable or advisory accounts for individual clients. That structure suggests Capitalize functions primarily as a sponsor and administrator of pooled investment vehicles—with broker-dealer affiliation supporting capital raises and placement activity—rather than as a typical registered investment manager running separate managed accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices