The CAPSTONE ADVISORS is a privately held investment adviser that advises $10.07Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. CAPSTONE ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 46.51% over the last 5-years.
The Group has been registered with the SEC for 44.04 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 9753 KATY FREEWAY SUITE 200, HOUSTON, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 60 employees comprised of 16 investment and 44 non-investment staff. The total number of Employees increased by 27.66% over the last 5-years.
Their $10.07Bn in assets advised are owned by 0 private funds, 12 public funds and BDCs and 553 other accounts. Assets of Charitable Organizations clients own $2.73Bn or 27.14% of Total Assets and Individuals own $2.63Bn or 26.1% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 81.36%, 9.88% and 8.76% of total assets, respectively.
They advise 8 types of clients, top clients are Charitable Organizations and Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CAPSTONE ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.