Capacuity LLC is a large advisory firm based in Heathrow. It manages $260 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, California, Colorado, and 26 other states.
Capacuity provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capacuity LLC is $260 million. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capacuity LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Capacuity is corporations or other businesses with 2 clients and $175 million of assets under management. Among the 8 most similar advisory firms, Capacuity has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $175 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Capacuity doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mendel Allen Melzer has served as the Chief Investment Officer since 1 Jul 2018. Bryant Willis Kirk joined the executive team most recently as the Chief Compliance Officer.
The principal office where Capacuity LLC performs its advisory services is located at 300 International Parkway, Heathrow, FL 32746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (407) 949-6889 or by fax N/A. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at capacuity.com and its LinkedIn profile.