Capitolis Advisors LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 290462
- Registered since
- August 13, 2021
- Website
- capitolis.com
- Custodians
- DEUTSCHE BANK SECURITIES INC., BNY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Capitolis Advisors LLC is an institutional registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm focuses on portfolio management for businesses and institutional clients and charges either a percentage of assets under management or fixed fees. It reports no active ESG investing program and is not registered as a multi-state adviser. Corporate structure is a domestic entity with individual ownership. Industry affiliations include broker-dealer activity, another investment adviser relationship, and registration as a security-based swap dealer.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds59%
- Exchange Traded Equities32%
- Other9%
Owners & executives
3 of 4
Gil Mandelzis
CEO & FounderCRD 3104053
Jon Borer
Chief Risk Officer, CCOCRD 6374938
Amol Naik
Chief Operating OfficerCRD 4038319
Contacts
1 of 1Stuart Wexler
General CounselCRD 2976310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$146M in ETFs
100%
$146M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EMERGING MARKETS ETF (EEM) | BlackRock | Passive | Diversified Emerging Mkts | $126M | 3,610,000 | 86.10% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 11 W 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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