CapShift Advisors is a registered investment advisor focused on value-aligned investments. It offers two core services: a Platform Subscription providing access to a research engine and client engagement tools, and Portfolio Advisory Services to build personalized impact investment portfolios. The firm provides both discretionary and non-discretionary investment advisory services on separately managed client accounts, researching across major asset classes and core impact themes.
Fee Structure
CapShift Advisors offers portfolio advisory services for both discretionary and non-discretionary accounts. The fees are based on the total value of your portfolio, and may differ for liquid and private illiquid investments. The fees generally range from 0.25% to 1.25% per year. There may be a minimum quarterly fee. These fees do not include fees charged by fund managers who may be part of your portfolio. Additional custom consultative services may be provided for a separate consulting fee.