Capshift Advisors

Registered investment adviser · West Newton, MA · CRD #309860

Form ADV data as of 2026-09-01

Regulatory assets

$628.0 million

Total accounts

120

Employees

Disclosure events

Firm details

Website: http://www.capshift.com
Telephone: 617-865-5096
SEC file number: 801-119451
Most recent Form ADV filing: 2026-03-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$377.2 million
Non-discretionary regulatory assets under management	$250.8 million
Total regulatory assets under management	$628.0 million
Discretionary accounts	65
Non-discretionary accounts	55
Total accounts	120
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	16
Employees performing investment advisory functions (including research)	9
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another proprietary interest
Recommends brokers or dealers to clients
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
High net worth individuals	Not reported	$11.5 million
Charitable organizations	14	$560.0 million
Other investment advisers	Not reported	$56.4 million