CAPSHIFT ADVISORS of WEST NEWTON, MA is an SEC-registered investment adviser (CRD 309860). Regulatory assets under management: $628.0M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Adam Rein | CEO; CHIEF INVESTMENT OFFICER | Newton, MA |
| Daniel Buchanan Dwyer | CCO | — |
| Jacques Pierre Perold | CHAIRMAN OF THE BOARD | — |
| Susan Elizabeth Sessler | CHIEF OPERATING OFFICER | — |
| FOX JAMES ROBERT | CHIEF COMPLIANCE OFFICER | — |
| PEROLD JACQUES PIERRE | CEO; CHAIRMAN OF THE BOARD | — |
| CIRILLI MARK JAMES | SHAREHOLDER | — |
| BABKA SCOTT JOSEPH | CHIEF INVESTMENT OFFICER | — |
| REIN ADAM | CEO; CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER (+2 more) | — |
| Hadick Laurie Kathleen | CHIEF COMPLIANCE OFFICER | — |
| SESSLER SUSAN ELIZABETH | CHIEF OPERATING OFFICER | — |
| VAN DE BEEK PETER TYLER | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WASHINGTON | DC | 1 | 202-596-5214 |
| WASHINGTON | DC | 1 | 202-596-5214 |