# Capvest Partners, Inc.

> Capvest Partners, Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 324459
- Filed as: CAPVEST PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324459
- AdvisorCensus page: https://advisorcensus.com/firm/capvest-partners-inc-new-york-ny-324459

## Quick answers

**How is Capvest Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Capvest Partners, Inc. reports these compensation arrangements: other.

**Where is Capvest Partners, Inc. located?**
Capvest Partners, Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Capvest Partners, Inc. registered with the SEC or a state?**
Capvest Partners, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324459.

**How much does Capvest Partners, Inc. manage?**
Capvest Partners, Inc. reports $10,246,424,438 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**How have Capvest Partners, Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Capvest Partners, Inc.: Regulatory assets under management: $5,376,649,418 in the October 2023 data and $10,246,424,438 in the October 2026 data, up 91%. Total employees: 8 in October 2023 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capvest Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Capvest Partners, 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/324459

**What changed in Capvest Partners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 11. Regulatory assets under management went from $5,422,991,704 to $10,246,424,438 (+89%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,246,424,438
- Discretionary: $0
- Non-discretionary: $10,246,424,438

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $10,246,424,438 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 14 total, 11 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $5,376,649,418 | 8 | August 22, 2023 |
| October 2024 | $5,924,592,662 | 10 | May 10, 2024 |
| October 2025 | $5,422,991,704 | 12 | March 31, 2025 |
| October 2026 | $10,246,424,438 | 14 | March 27, 2026 |

Regulatory assets under management: $5,376,649,418 in the October 2023 data and $10,246,424,438 in the October 2026 data, up 91%.
Total employees: 8 in October 2023 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 11.
- Regulatory assets under management went from $5,422,991,704 to $10,246,424,438 (+89%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capvest Partners, Inc. (CRD 324459): Form ADV filing data as of October 2026.