# Arcapita Investment Management US Inc.

> Arcapita Investment Management US Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 168148
- Filed as: ARCAPITA INVESTMENT MANAGEMENT US INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168148
- AdvisorCensus page: https://advisorcensus.com/firm/arcapita-investment-management-us-inc-atlanta-ga-168148

## Quick answers

**How is Arcapita Investment Management US Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Arcapita Investment Management US Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Arcapita Investment Management US Inc. located?**
Arcapita Investment Management US Inc.'s principal office is in Atlanta, GA, according to its Form ADV.

**Is Arcapita Investment Management US Inc. registered with the SEC or a state?**
Arcapita Investment Management US Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 168148.

**How much does Arcapita Investment Management US Inc. manage?**
Arcapita Investment Management US Inc. reports $607,303,058 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (0% discretionary).

**How have Arcapita Investment Management US Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Arcapita Investment Management US Inc.: Regulatory assets under management: $103,779,308 in the October 2021 data and $607,303,058 in the October 2026 data, up 485%. Total employees: 9 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arcapita Investment Management US Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Arcapita Investment Management US Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168148

**What changed in Arcapita Investment Management US Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 8. Regulatory assets under management went from $490,789,280 to $674,551,261 (+37%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $607,303,058
- Discretionary: $0
- Non-discretionary: $607,303,058

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $607,303,058 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [arcapita.com](https://arcapita.com)
- LinkedIn @arcapita

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $103,779,308 | 9 | September 29, 2021 |
| October 2022 | $421,858,003 | 9 | September 26, 2022 |
| October 2023 | $280,441,892 | 10 | September 29, 2023 |
| October 2024 | $356,693,198 | 11 | September 18, 2024 |
| October 2025 | $356,693,198 | 11 | September 18, 2024 |
| October 2026 | $607,303,058 | 8 | May 4, 2026 |

Regulatory assets under management: $103,779,308 in the October 2021 data and $607,303,058 in the October 2026 data, up 485%.
Total employees: 9 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 8.
- Regulatory assets under management went from $490,789,280 to $674,551,261 (+37%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $356,693,198 to $490,789,280 (+38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arcapita Investment Management US Inc. (CRD 168148): Form ADV filing data as of October 2026.