Capitolis Advisors Llc
- Regulatory AUM
- $4.5B
- Discretionary
- $4.5B
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 4
- Employees
- 68
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | Fewer than 5 clients | $4.5B | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mandelzis, Gil, Nmn | Chief Executive Officer | Dec 2017 (9y) | Less than 5% | |
| Baptiste, Lindsey, Kathleen | Chief Financial Officer | Apr 2022 (4y) | Less than 5% | |
| Borer, Jon, A | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Wexler, Stuart, Joel | General Counsel | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Capitolis Inc. | Sole Member | Nov 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Deutsche Bank Trust Company Americas $2.6B (59% of AUM) Apr 2026
- BNY Mellon $1.9B (41% of AUM) Apr 2026
- J.P. Morgan $24.6M (25% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗