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 that provides portfolio management services for businesses and other institutional clients. The firm is organized as an LLC and is registered with the SEC (registration began in 2021). Its fee arrangements include asset-based fees and fixed fees. Regulatory and industry affiliations noted in filings include a broker-dealer, another investment adviser, and status as a registered 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 3
Gil Mandelzis
CEO & FounderCRD 3104053
Amol Naik
Chief Operating OfficerCRD 4038319
Jon Borer
Chief Risk Officer, CCOCRD 6374938
Contacts
2 of 2Stuart Wexler
General CounselCRD 2976310
Ashwath Bhat
CRD 8347861
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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