Capula Investment Us LP is a large advisory firm based in Greenwich. It manages $74.53 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Connecticut and New York.
Capula Investment Us provides portfolio management for pooled investment vehicles and portfolio management for separately managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capula Investment Us LP is $74.53 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 255% since the beginning of its operation, and $74.53 billion of the total AUM is attributable to clients outside of the United States.
The only and largest group of clients of Capula Investment Us is pooled investment vehicles with 2 clients and $74.26 billion of assets under management. Among the 8 most similar advisory firms, Capula Investment Us has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $74.26 billion for 2 clients. 100% of the firm’s clients are foreign persons or businesses.
Capula Investment Us also advises several private funds.
The company employs 26 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Capula Investment Us LP performs its advisory services is located at 60 Arch Street, Greenwich, CT 06830, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-542-2400 or by fax 203-542-2401. The normal business hours are 8.00am - 5.00pm on Monday - Friday.