CAPITOLIS ADVISORS LLC other names

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Adviser Profile

As of Date:

04/29/2024

Adviser Type:

- Mid-sized advisory firm

Number of Employees:

29 26.09%

of those in investment advisory functions:

29 26.09%

Registration:

SEC, Approved, 8/13/2021

Other registrations (1)
Former registrations

CAPITOLIS ADVISORS LLC

CAPITOLIS ADVISORS LLC

AUM:

30,000,000 -99.77%

of that, discretionary:

30,000,000 -99.77%

Private Fund GAV:

0

Avg Account Size:

30,000,000 -99.53%

SMA’s:

NO

Private Funds:

0 2

Contact Info

212 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
13B 11B 9B 7B 5B 4B 2B
2021 2022 2023

Recent News

Capitolis Advisors LLC Buys Apple Inc, Amazon. ...
11/12/2021

Related Stocks: AAPL, AMZN, MSFT, AVGO, ADBE, AMAT, HRC, EEM, ADI, KWEB, MTG, TFC, ALXN, WFC, GSK, WMT, XOM, SPG,

gurufocus.com

Private Funds



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.