# Capital Investment Management

Capital Investment Management is an Asset Manager based in Lee'S Summit, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Lee'S Summit, United States
- **Region:** North America
- **Address:** Coral Gables, FL, United States
- **Founded:** 1992
- **Assets under management:** $50M - $200M (Altss estimate)
- **Website:** capital-invest.com

## Regulatory record

- **CRD number:** 113917
- **SEC file number:** 801-76972
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113917

## About

Capital Investment Management, Inc. is an SEC-registered investment adviser in Lee's Summit, MO, registered since 2012. The firm manages approximately $559 million in assets. It has 10 employees and 5 investment advisers.

## Sectors

- Financial Services
- Real Estate

## People

- Gerald Perritt — Founder, Chief Investment Officer

## Questions

### What is Capital Investment Management's core investment strategy?

The firm specializes in US micro-cap and small-cap equities, particularly companies with market capitalizations below $500 million. It manages the Perritt MicroCap Opportunities Fund and the Perritt Ultra MicroCap Fund. The process blends quantitative screening with bottom-up fundamental analysis, seeking companies trading at meaningful discounts to private-market valuations. The strategy is long-only and does not employ leverage or derivatives extensively.

### How does Capital Investment Management source its investment ideas?

Because micro-cap companies attract limited sell-side research coverage, the firm relies on proprietary screens and direct company engagement. The investment team combs through regulatory filings, screens for valuation and balance-sheet strength, and speaks directly with management teams at portfolio candidates. This hands-on approach is necessary in a market segment where broker coverage is sparse.

### What is the firm's known posture on co-investments alongside external GPs?

The firm does not participate in co-investment structures alongside private equity or venture capital GPs. Its mandate is strictly limited to publicly traded equities, primarily micro-cap and small-cap US stocks. There is no public record of direct private-company co-investments or club deals.

### What is the scale of Capital Investment Management's operations today?

The firm does not publicly disclose assets under management on its website or in widely distributed materials. Based on the micro-cap focus and the size of its mutual funds, operational assets are estimated in the range of $50 million to $200 million (Altss estimate). The team is small, with all investment functions centralized in Coral Gables, Florida.

## Related profiles

- [Canterbury Park Capital](https://altss.com/profile/canterbury-park-capital)
- [Capital Wealth Planning Services](https://altss.com/profile/capital-wealth-planning-services)

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Last updated: 2026-06-03T20:00:00.000Z

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