# CAPSHIFT ADVISORS

CAPSHIFT ADVISORS of WEST NEWTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 309860
- Type: SEC-registered investment adviser
- SEC file number: 801-119451
- Location: 15 SPENCER STREET, WEST NEWTON, MA, 02465
- Phone: 617-865-5096
- Latest filing: 2026-03-30
- Regulatory AUM: $628.0M
- Discretionary AUM: $377.2M
- Non-discretionary AUM: $250.8M
- Clients: 16
- Accounts: 120

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| [Adam Rein](https://search.stillhousedata.com/person/109618) | CEO; CHIEF INVESTMENT OFFICER | Newton, MA |
| [Daniel Buchanan Dwyer](https://search.stillhousedata.com/person/683106) | CCO | — |
| [Jacques Pierre Perold](https://search.stillhousedata.com/person/707295) | CHAIRMAN OF THE BOARD | — |
| [Susan Elizabeth Sessler](https://search.stillhousedata.com/person/707296) | CHIEF OPERATING OFFICER | — |
| [FOX JAMES ROBERT](https://search.stillhousedata.com/person/755900) | CHIEF COMPLIANCE OFFICER | — |
| [PEROLD JACQUES PIERRE](https://search.stillhousedata.com/person/759120) | CEO; CHAIRMAN OF THE BOARD | — |
| [CIRILLI MARK JAMES](https://search.stillhousedata.com/person/825096) | SHAREHOLDER | — |
| [BABKA SCOTT JOSEPH](https://search.stillhousedata.com/person/828442) | CHIEF INVESTMENT OFFICER | — |
| [REIN ADAM](https://search.stillhousedata.com/person/858132) | CEO; CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER (+2 more) | — |
| [Hadick Laurie Kathleen](https://search.stillhousedata.com/person/858133) | CHIEF COMPLIANCE OFFICER | — |
| [SESSLER SUSAN ELIZABETH](https://search.stillhousedata.com/person/870476) | CHIEF OPERATING OFFICER | — |
| [VAN DE BEEK PETER TYLER](https://search.stillhousedata.com/person/883336) | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WASHINGTON | DC | 1 | 202-596-5214 |
| WASHINGTON | DC | 1 | 202-596-5214 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309860/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309860/similar
- Related entities: https://search.stillhousedata.com/firm/309860/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309860

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.