RIA Intel›Advisers›California›CAPSTAN L.L.C.

CAPSTAN L.L.C.

Advisory

CA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CA
#3,818
of 5,480 advisers by AUM
Average account
$3M
across 10 accounts
AUM per adviser
$17M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$35M
Discretionary %
100%
Clients
5
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

OPTIMUS ADVISORY GROUP, LLC
IRVINE, CA
$35M
LAWRENCE J. CHAZEN, INC.
CARMEL, CA
$35M
ARMORY CREDIT GP, LLC
MANHATTAN BEACH, CA
$35M
-27.1% 1Y
LYTEL, KIPLEY J.
SANTA BARBARA, CA
$35M
GARABEDIAN WEALTH MANAGEMENT GROUP, INC.
PASADENA, CA
$35M
SHALOM GLOBAL CAPITAL GROUP LLC
SAN JOSE, CA
$35M

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