WEST NEWTON, MACRD 309860Latest ADV March 30, 2026
Capshift Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Newton, MA. Its latest Form ADV filing, dated March 30, 2026, reports $628M in regulatory assets under management, 16 employees, 1 office, and 120 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCharitable represent 100.0% of total clients.
Top client categories% of clientsClients
1
Charitable
100.0%
14
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$628Mas of March 30, 2026
Discretionary60.1%
$377M
60% of total RAUM60.1%
Non-discretionary39.9%
$251M
40% of total RAUM39.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$628M
Total Accounts120
10Y AUM Change+$628M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee1:1
10Y Employee Change+7 (+77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.