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CAPVEST PARTNERS, INC.

CRD 324459 · SEC 801-127205

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

375 PARK AVE, NEW YORK, NY, 10152, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$10.25B

Discretionary AUM

$0

Team

14 total employees; 11 advisory reps

Clients

—

Fees

INVESTMENT ADVISORY FEE FROM CAPVEST PARTNERS LLP

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

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Services

Portfolio management (pooled vehicles)ACT AS A SUB-ADVISER TO POOLED INVESTMENT VEHICLES MANAGED BY ITS AFFILIATE

Client types

TypeClientsAUM
Pooled investment vehicles11$10.25B

Official SEC filing: View on IAPD