CA
CAPSHIFT ADVISORS
SEC RegisteredWEST NEWTON, MAhttps://capshift.com617-865-5096
Assets Under Management
$500M–$1B
Employees
16
Office Locations
2 offices
Total Accounts
120
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| State/Municipal Entities | 14 | — |
23 total clients reported on Form ADV.
Leadership
Adam Rein
CHIEF INVESTMENT OFFICER
Capshift Llc
SHAREHOLDER
Jacques Pierre Perold
CHAIRMAN OF THE BOARD
Adam Rein
CEO
Office locations
2 offices in 2 states
MA
WEST NEWTONHQ
DC
WASHINGTON
Regulatory & compliance
CRD number
#309860
SEC Number
801-119451
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
capshift.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPSHIFT ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.