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Capstrat Advisors LLC (Tenafly)


Capstrat Advisors LLC is a large advisory firm based in Tenafly. It manages $58.28 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and New York.

Capstrat Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Capstrat Advisors: assets under management

The assets under management (AUM) of Capstrat Advisors LLC is $58.28 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $58.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.66 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capstrat Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tenafly

The principal office where Capstrat Advisors LLC performs its advisory services is located at 120 Buckingham Road, Tenafly, NJ 07670, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-816-8678 or by fax 201-816-8142. The normal business hours are as required on Monday - Friday.


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