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Fund Manager

Capstone Investment Financial Group

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CG
Capstone Investment Financial Group

Fund Manager

Primary Strategy: Hedge Fund

Year Founded: 2001

Number of Employees: 13

Ownership: Privately Held

Year End: December

Description

Capstone built our reputation on friendly service, impeccable honesty, and respect for every client. Our clients’ needs drive our relationship, and the focus is always on you. We are local, highly responsive to your requests and skilled at creating solutions customized to your goals, values, and situation. We specialize in financial management, retirement planning, environmental and social good in

Contact

Website: Link to website

LinkedIn: linkedin.com/company/capstone-investment-financial-group

Address

115 West Salori Court, Webster, New York, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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