CAPSTONE INVESTMENT MANAGEMENT LLC

CAPSTONE INVESTMENT MANAGEMENT LLC of PALM COAST, FL is an SEC-registered investment adviser (CRD 281042). Regulatory assets under management: $93.5M.

Registration

• CRD: 281042
• Type: Registered investment adviser
• Location: 18 MARKET AVE., PALM COAST, FL, 32164
• Phone: 386-202-4498
• Latest filing: 2026-04-01
• Regulatory AUM: $93.5M
• Discretionary AUM: $93.5M
• Clients: 3
• Accounts: 546

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281042 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search