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CapShift Advisors Overview

Type

Multi Family Office

Year Founded

2013

General Information

CapShift Advisors is a multi-family office headquartered in West Newton. The firm provides advisory and portfolio management services to families and foundations, with a focus on diversified investment strategies across mutual funds, ETFs, and separately managed accounts. CapShift Advisors integrates sustainable and impact investing considerations into its approach—supports clients in aligning financial objectives with broader environmental and social goals.

Contact Information

Website:
https://capshift.com/

Year Founded:
2013

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
2000 Commonwealth Avenue, Suite 200, Newton, MA 02466

Portfolio & Notable Allocations

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