CAPACUITY LLC

CAPACUITY LLC of LAKE MARY, FL is an SEC-registered investment adviser (CRD 297679). Regulatory assets under management: $13.9B.

Registration

• CRD: 297679
• SEC file number: 801-113636
• Type: Registered investment adviser
• Location: 300 INTERNATIONAL PARKWAY, SUITE 350, LAKE MARY, FL, 32746
• Phone: (407) 949-6889
• Latest filing: 2026-03-10
• Regulatory AUM: $13.9B
• Discretionary AUM: $2.8B
• Non-discretionary AUM: $11.1B
• Clients: 40
• Accounts: 218

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (6)

Branch offices (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297679 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search