Capstone Investment Advisors Company Profile and Details

Capstone Investment Advisors is a registered investment advisor that provides investment management services to high net worth individuals and families. They are based in New York City.

The company was founded in 2005 by a team of experienced investment professionals who share a commitment to delivering exceptional investment results.

Their investment approach focuses on fundamental research and a long-term perspective, allowing them to navigate market fluctuations with confidence.

Capstone Investment Advisors offers its services through three distinct platforms: CVM, Solutions, and DDA. These platforms provide a foundation for the firm's investment management services.

The firm's investment approach is centered around relative value trading, a strategy that aims to grow client portfolios by identifying undervalued assets. This approach is a key component of the services offered by Capstone Investment Advisors.

The firm acts as the investment manager for several hedge funds, which are offered to investors on a private placement basis. These hedge funds include CVM, DDA, and Solutions.

Suggestion: Investment Firm Specialising in Managing Risk

Capstone Investment Advisors offers a range of services to help grow client portfolios.

The firm provides investment management services through three platforms: CVM, Solutions, and DDA.

These platforms are designed to help clients achieve their investment goals.

Capstone acts as the investment manager for several different hedge funds, which are offered to investors on a private placement basis.

The hedge funds offered by Capstone include CVM, DDA, and Solutions.

Here are the hedge funds offered by Capstone, listed for easy reference:

Solutions

Capstone Investment Advisors works with a variety of clients, including pooled investment vehicles and pension/profit-sharing plans.

These pooled investment vehicles are hedge funds, which consist of an aggregate amount of investable assets from different investors treated as a single portfolio.

The firm also advises a small number of charitable organizations.

Capstone Investment Advisors doesn't have a minimum account size requirement, allowing clients with varying investment amounts to work with the firm.

Funds advised by Capstone Investment Advisors may have their own minimum investment amounts, but these will vary on an individual basis.

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Our headquarters is located at 250 Greenwich Street, on the 32nd floor of the 7 World Trade Center.

You can find us at 250 Greenwich Street, 7 World Trade Center, 32nd Floor, in New York, New York.

The zip code for our location is 10007, and we're proud to be in the United States.

If you need to get in touch with us directly, you can call +1 212 232 1420.

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Capstone Investment Advisors charges a varying, percentage-based annual fee for the hedge funds it manages.

The fees for each type of fund are as follows: CVM funds have a maximum rate of up to 2.00%, while Solutions Accounts have a maximum rate of up to 1.25%.

A fine of $22,000 was issued to Capstone in 2016 due to a disclosure issue with one of its sponsored funds.

The firm's annual revenue was $63.6 million in 2025.

At Capstone Investment Advisors, leadership is a top priority. The firm's leadership team is comprised of experienced professionals with a deep understanding of the financial industry.

The company's structure is designed to provide a collaborative and supportive environment for its employees. This approach allows for open communication and a sense of community among team members.

With a focus on teamwork and collaboration, Capstone Investment Advisors is able to provide its clients with expert advice and guidance.

When you're looking at a company's leadership and structure, one key aspect to consider is the size of their team. 344 people are employed at Capstone Investment Advisors.

This number can give you a sense of the company's scale and scope. It's a significant team, but not so large that it becomes unwieldy.

The size of the team can also impact the company's decision-making processes and communication channels. With a team of 344 people, there's likely a strong hierarchy in place.

This team size can also influence the company's ability to adapt to changing market conditions. A smaller team might be more agile, but a larger team can bring more diverse perspectives and expertise.

Capstone Investment Advisors has a team of 262 employees as of March 1, 2023.

These professionals are equipped with extensive knowledge and experience in derivatives-based strategies, allowing them to provide clients with the best possible investment solutions.

The company's headquarters is located in New York, US, specifically at 7 World Trade Center, where many of its key employees are based.

This close-knit team is the backbone of Capstone's success, working together to stay at the forefront of the financial services industry.

With a deep understanding of volatility and derivatives-based strategies, the company's employees are uniquely positioned to anticipate and harness the complexities of world markets.

The firm has expanded its presence with additional offices in London, Amsterdam, Hong Kong, Los Angeles, Stamford, and Boston, which allows for a more global and diverse team.

This global presence has enabled Capstone to grow its assets under management to approximately $9.4 billion.

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Capstone Investment Advisors has a clear leadership structure. Paul Matthew Britton serves as the Manager & Chief Executive Officer.

The company's leadership team is composed of experienced professionals. Joseph John Lucas is the President & Chief Operating Officer.

One key member of the team is Adam Michael Bensley, who holds the roles of Chief Compliance Officer & General Counsel.

Here is a list of the key leaders at Capstone Investment Advisors:

Dyal Capital Partners (A) Lp is also involved with Capstone Investment Advisors, serving as a Member.

Capstone Investment Advisors doesn't provide financial planning services or work with individual clients, so if you're an individual seeking investment management and/or financial planning services, you'll need to find another advisor.

To check out the options in your area, stop by SmartAsset's advisor matching tool.

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