Capshift Advisors - Investment Advisers

About Capshift Advisors

CapShift Advisors, LLC is an investment adviser headquartered in West Newton, Massachusetts, and is listed among the investment advisers in Massachusetts. Its registry data reports about $627.98 million in regulatory assets under management and 16 employees. The firm describes itself as an impact investing platform that helps individuals and families, financial advisors, and donor-advised fund providers direct both charitable and traditional capital toward funds and businesses with social or environmental goals. It says its aim is to reduce the research, monitoring, and complexity that often make impact investing difficult. The firm was founded by MissionPoint Partners, Jacques Perold, and the Heron Foundation. It states that its investors include family offices, foundations, and other impact-focused institutions. Shortly after its founding, it acquired ImpactUs Marketplace, an impact investing platform that had been supported by several community development financial institutions and national foundations. The firm also notes that its advisory services are designed around specific financial goals and do not include tax advice or planning for every part of a client's finances. Investment advisers nationwide are also catalogued in the directory of US investment advisers.

Key Facts

Assets Under Management

$627.98M

Employees

16

SEC File Number

801-119451