DBA: CAPSHIFT ADVISORS
| Total AUM | $628.0M |
| Discretionary | $377.2M60% of AUM |
| Non-Discretionary | $250.8M |
| Client Accounts | 120 |
| Avg Account Size | $5.2M |
| Employees | 16 |
| Peak AUM | $628.0MMar 2026 |
| AUM CAGR | +71.2% /yrover 6 yrs · 10 filings |
Total AUM
$628M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $628M | +26.8% | +31.5% | +78.8% | |
| Discretionary AUM | |||||
| Total AUM | $628.0M |
| Discretionary | $377.2M |
| Employees | 16 |
| Client Accounts | 120 |
Address
15 SPENCER STREET
WEST NEWTON MA 02465
Phone
617-865-5096
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$377M
60.1% of AUM
Non-Discretionary
$251M
39.9% of AUM
Disc. mix ▲ 5.8pp vs 1 year ago
No related registrations reported
| $377M |
| +40.2% |
| +70.2% |
| +81.5% |
| Non-Disc. AUM | $251M | +10.8% | +7.9% | +75.2% |
| Total Accounts | 120 | 8.4% | +4.9% | +78.7% |
| Avg Account Size | $5M | +38.4% | +25.4% | +0.1% |
| Employees | 16 | +6.7% | 3.8% | +7.5% |
| AUM / Employee | $39M | +18.9% | +36.8% | +66.3% |
Client AUM Segments | |||||
| Wealth AUM | $12M | +71.6% | +20.9% | — | |
| Institutional AUM | $560M | +27.9% | +30.0% | +74.9% | |
| Other AUM | $56M | +11.2% | +55.6% | — | |
Client Count Segments | |||||
| Institutional | 14 | +7.7% | +20.5% | — | |