CAPSTONE INVESTMENT MANAGEMENT LLC

Overview

Capstone Investment Management LLC is an independent registered investment adviser that serves individual and family clients, as well as small businesses. The firm acts as a capital allocator and combines fee-based portfolio management with financial planning and selection-of-other-advisers services. Its stated advisory activities include portfolio management for individuals and small businesses, financial planning, pension consulting services and selecting third-party advisers when appropriate. Investment activity leans toward public funds and mutual funds as the primary building blocks for client portfolios, with a material allocation to third‑party real estate managers as an alternative sleeve. Capstone charges a mix of percentage-of-AUM and fixed fees, and it maintains an affiliation with an insurance company that supports certain product offerings. The firm does not describe itself as an active ESG investor.

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Investments & Alternatives

Location & Offices