Data / Investment advisers / Massachusetts / Capshift Advisors
Capshift Advisors, West Newton, MA: $628 million AUM, SEC registered investment adviser
Capshift Advisors is an SEC registered investment adviser with its main office in West Newton, Massachusetts and reports $628 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include charitable organizations, other investment advisers and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 309860
- SEC file number
- 801-119451
- SEC status
- Approved, effective September 15, 2020
- Legal name
- Capshift Advisors, LLC
- Main office
- 15 Spencer Street, West Newton, MA 02465
- Phone
- (617) 865-5096
- Website
- capshift.com
- Regulatory AUM
- $627,980,982 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $377,219,750
- Non discretionary AUM
- $250,761,232
- Accounts
- 120
- Employees
- 16, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $560 million |
| Other investment advisers | Fewer than 5 | $56.4 million |
| High net worth individuals | Fewer than 5 | $11.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $628 million | March 30, 2026 |
| December 1, 2025 | $495.2 million | March 28, 2025 |
Other advisers in Massachusetts
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sverica Capital Management | Boston | $2.46 billion | 8 | adviserinfo.sec.gov |
| S & Co., Inc. | Boston | $2.46 billion | 6 | adviserinfo.sec.gov |
| Retirement Resources Investment Corporation | Andover | $2.44 billion | Not listed | adviserinfo.sec.gov |
| Nichols & Pratt Advisers LLP | Boston | $2.43 billion | Not listed | adviserinfo.sec.gov |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | $2.41 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Massachusetts
- Advisers with $500 million to $1 billion in AUM
- Advisers serving charitable organizations
- Advisers serving other investment advisers
- Capshift Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.