CAPSTAN LLC

CAPSTAN LLC is an SEC-registered investment adviser (CRD 111937). Regulatory assets under management: $35.0M.

Registration

• CRD: 111937
• Type: Registered investment adviser
• Phone: 415-283-7677
• Latest filing: 2026-03-16
• Regulatory AUM: $35.0M
• Discretionary AUM: $35.0M
• Clients: 2
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111937 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search