# Capula Investment US LP

> Capula Investment US LP is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 157589
- Filed as: CAPULA INVESTMENT US LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157589
- AdvisorCensus page: https://advisorcensus.com/firm/capula-investment-us-lp-new-york-ny-157589

## Quick answers

**How is Capula Investment US LP compensated?**
On its Form ADV (Item 5.E, October 2026), Capula Investment US LP reports these compensation arrangements: other.

**Where is Capula Investment US LP located?**
Capula Investment US LP's principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Capula Investment US LP registered with the SEC or a state?**
Capula Investment US LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157589.

**How much does Capula Investment US LP manage?**
Capula Investment US LP reports $137,437,353,519 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**How have Capula Investment US LP's assets and staff changed since 2021?**
In the Form ADV data for Capula Investment US LP: Regulatory assets under management: $82,111,846,171 in the October 2021 data and $137,437,353,519 in the October 2026 data, up 67%. Total employees: 36 in October 2021 and 80 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capula Investment US LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); other (1).

**Which custodians does Capula Investment US LP use?**
Capula Investment US LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Bank of New York Mellon, London Branch as a custodian holding 10% or more of its separately managed account assets.

**Does Capula Investment US LP 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/157589

**What changed in Capula Investment US LP's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in GA, IL, MI. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Custodians (Schedule D, Section 5.K(3))
- The Bank of New York Mellon, London Branch

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $137,437,353,519
- Discretionary: $137,437,353,519
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $137,412,520,534 |
| Other | 1 | $24,832,985 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 80 total, 51 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, IL, MI, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Miami Beach, FL

### Websites listed on Form ADV (Item 1.I)
- capulaglobal.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $82,111,846,171 | 36 | August 26, 2021 |
| October 2022 | $118,360,187,022 | 41 | March 31, 2022 |
| October 2023 | $75,093,877,407 | 41 | March 31, 2023 |
| October 2024 | $101,117,588,882 | 43 | March 29, 2024 |
| October 2025 | $78,356,981,797 | 60 | March 31, 2025 |
| October 2026 | $137,437,353,519 | 80 | June 8, 2026 |

Regulatory assets under management: $82,111,846,171 in the October 2021 data and $137,437,353,519 in the October 2026 data, up 67%.
Total employees: 36 in October 2021 and 80 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in GA, IL, MI.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 33 to 51.
- Regulatory assets under management went from $78,356,981,797 to $137,437,353,519 (+75%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capula Investment US LP (CRD 157589): Form ADV filing data as of October 2026.