# CapShift Advisors

CapShift Advisors is a Multi Family Office based in West Newton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** West Newton, United States
- **Region:** North America
- **Address:** 15 Spencer Street, West Newton, MA 02465, United States
- **Founded:** 2013
- **Assets under management:** 495 (Altss estimate)
- **Website:** capshift.com
- **LinkedIn:** https://www.linkedin.com/company/capshift

## Regulatory record

- **CRD number:** 309860
- **SEC file number:** 801-119451
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309860

## About

CapShift Advisors was established in 2013 by Adam Rein and Mark Cirilli of MissionPoint Partners together with Jacques Perold. The firm began as an effort to route patient philanthropic capital into mission-driven enterprises that traditional markets had overlooked. Its structure evolved from an acquisition of the ImpactUs Marketplace platform shortly after launch. The firm allocates across private equity, private credit, real estate, infrastructure, and venture capital. It executes through direct co-investments, SPVs, and fund-of-funds mandates. Confirmed positions and partnerships include work with Fidelity Charitable, Vanguard Charitable, and the Heron Foundation. Activity spans North America, Europe, Africa, Asia, and Latin America. CapShift also maintains exposure to advanced materials, AI/ML applications, and ESG-screened strategies. The team numbers more than twenty investment and operations professionals. Additional capabilities sit in client experience, marketing, and technology. In April 2025 Liz Sessler was promoted to President and Chief Operating Officer while retaining oversight of operations and client service. CapShift maintains relationships with community foundations and national donor-advised fund sponsors that use its platform for impact allocation. CapShift functions as a wholly owned subsidiary of CapShift LLC and maintains a distinct governance layer that separates investment decisions from its founding impact manager MissionPoint Partners. This separation allows the firm to serve multiple unaffiliated family offices and foundations without carrying a single-family mandate.

## Sectors

- AgriTech & FoodTech
- EdTech
- Energy Transition & Renewables
- Healthcare Services
- ClimateTech
- WaterTech
- Circular Economy
- Mobility & Transportation
- PropTech
- FinTech

## People

- Adam Rein — Co-founder and Chief Executive Officer
- Liz Sessler — Co-founder, President, and Chief Operating Officer
- Jacques Perold — Co-founder
- Javier Monterroso — Senior Director, Impact Investments
- Will Mucci — Managing Director, Impact Investments

## Questions

### Who runs investment decisions at CapShift Advisors?

Adam Rein serves as CEO and co-founder. Liz Sessler acts as President and COO. Javier Monterroso leads sourcing and due diligence as Senior Director of Impact Investments.

### How does CapShift Advisors source proprietary deal flow?

The firm maintains partnerships with asset managers, nonprofit organizations, and community development financial institutions. It also runs webinar series such as the Impact Capital Showcase with ReFED.

### Does CapShift Advisors participate in fund commitments or only direct deals?

The firm executes both fund commitments and direct co-investments through SPVs. It also structures recoverable grants for philanthropic clients.

### What investment stages does CapShift Advisors typically target?

The firm covers early stage through late stage and pre-IPO opportunities. It also allocates to private credit and real asset strategies.

### Where does the underlying client base come from?

Clients include high-net-worth individuals, family offices, donor-advised fund sponsors, and community foundations such as Silicon Valley Community Foundation and Chicago Community Trust.

### How is CapShift Advisors related to MissionPoint Partners?

MissionPoint Partners co-founded the firm. CapShift Advisors now functions as a separate subsidiary of CapShift LLC with its own client roster and platform.

## Related profiles

- [Solvia Vermögensverwaltungs](https://altss.com/profile/solvia-verm-gensverwaltungs)
- [Matrix Private Capital Group](https://altss.com/profile/matrix-wealth-partners)

---

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

Canonical page: https://altss.com/profile/capshift-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology