9AT: CAPITOLIS ADVISORS LLC

CAPITOLIS ADVISORS LLC

Related Companies

Show removed companies

other names

CAPITOLIS ADVISORS LLC
CAPITOLIS INC.

Adviser Profile

As of Date	04/30/2026
Registration	SEC, Approved, 08/13/2021
Other registrations (1)	SEC, ERA - Withdrawn, 07/12/2021
Former registrations	CAPITOLIS ADVISORS LLC CAPITOLIS ADVISORS LLC
ADV Location	NEW YORK, NY, United States
Contact Info	212 xxxxxxx

AUM^*	4,500,183,636 14901%
of that, discretionary	4,500,183,636 14901%
Private Fund GAV^*	0
Avg Account Size	1,125,045,909 3650%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Number of Employees 68 134%

of those in investment advisory functions 10 -66%

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

13B 11B 9B 7B 5B 4B 2B

2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Capitolis Advisors LLC (“our firm” or “the firm”), a Delaware limited liability company, is an investment advisory firm with its principal place of business in New York, New York. Our firm is wholly owned by its sole member, Capitolis Inc., a Delaware corporation. Our firm provides investment advisory services under an investment advisory agreement to a separately managed account (the “SMA”). The firm’s services to the SMA are provided on a discretionary basis, subject to client agreements. We may also perform certain additional administrative and advisory functions for the SMA and may provide advisory services to clients other than the SMA. Our advisory services fulfill specific investment mandates as disclosed in, and in accordance with, investment advisory agreements, offering documents, organizational agreements

or other governing documents. Any client or prospective client should closely review the applicable investment advisory agreement, offering document, organizational agreement or other governing documents with respect to, among other things, the terms, conditions and risks of investing. Such agreements and documents generally include restrictions on the types of investments the firm may make on behalf of the client. Such restrictions may vary from client to client as disclosed in the client’s investment advisory agreement, offering document, organizational agreement or other governing documents. Our firm does not participate in wrap fee programs. As of January 31, 2024, the firm had approximately $30,000,000 in regulatory assets under management, all of which were managed on a discretionary basis.