AUMdb

Capitalize Advisors Llc

State-registered Investment Adviser CRD 327225 · SEC file 802-128397 · San Francisco, CA · twitter.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
—
Discretionary
—
Clients
—
Avg AUM / client
—
Accounts
—
Employees
—

Private funds (34)

View all →

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.6M combined gross assets

FundTypeDomicileGross assetsOwners
W23 Capitalize Fund I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $1.0M 109
S23 Capitalize Fund I Nm, A Series Of Capitalize Funds Lp Venture Capital Fund Delaware $550K 109
S23 Capitalize Fund I Dp, A Series Of Capitalize Funds Lp Venture Capital Fund Delaware $501K 109
Temple Qof I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $298K 10
Upduo I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $225K 7
Mobly I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $185K 6
Atom Limbs I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $120K 2
Qnetic I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $115K 3
Blushift Aerospace I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $100K 13
Atmos Financial, Pbc I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $56.0K 7
Ivy I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $50.0K 5
Nyce Verified Spv I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $47.4K 23
Booth Ai I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $36.9K 20
Ruuf I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $34.0K 5
Invitris I, A Series Of Capitalize Investments Llc Venture Capital Fund Delaware $24.5K 11

Private funds (34, $3.6M gross assets)

FundTypeGross assetsMin. investmentOwners
W23 Capitalize Fund I, A Series Of Capitalize Investments Llc Venture Capital Fund $1.0M $100 109
S23 Capitalize Fund I Nm, A Series Of Capitalize Funds Lp Venture Capital Fund $550K $1.0K 109
S23 Capitalize Fund I Dp, A Series Of Capitalize Funds Lp Venture Capital Fund $501K $1.0K 109
Temple Qof I, A Series Of Capitalize Investments Llc Venture Capital Fund $298K $1.0K 10
Upduo I, A Series Of Capitalize Investments Llc Venture Capital Fund $225K $5.0K 7
Mobly I, A Series Of Capitalize Investments Llc Venture Capital Fund $185K $5.0K 6
Atom Limbs I, A Series Of Capitalize Investments Llc Venture Capital Fund $120K $50.0K 2
Qnetic I, A Series Of Capitalize Investments Llc Venture Capital Fund $115K $20.0K 3
Blushift Aerospace I, A Series Of Capitalize Investments Llc Venture Capital Fund $100K $2.5K 13
Atmos Financial, Pbc I, A Series Of Capitalize Investments Llc Venture Capital Fund $56.0K $3.0K 7
Ivy I, A Series Of Capitalize Investments Llc Venture Capital Fund $50.0K $500 5
Nyce Verified Spv I, A Series Of Capitalize Investments Llc Venture Capital Fund $47.4K $200 23
Booth Ai I, A Series Of Capitalize Investments Llc Venture Capital Fund $36.9K $500 20
Ruuf I, A Series Of Capitalize Investments Llc Venture Capital Fund $34.0K $500 5
Invitris I, A Series Of Capitalize Investments Llc Venture Capital Fund $24.5K $500 11
Polopay I, A Series Of Capitalize Investments Llc Venture Capital Fund $19.5K $500 4
Peeba I, A Series Of Capitalize Investments Llc Venture Capital Fund $18.2K $500 11
1 Stcollab, A Series Of Capitalize Investments Llc Venture Capital Fund $16.2K $500 9
Babylon Ai I, A Series Of Capitalize Investments Llc Venture Capital Fund $10.0K $500 7
Twig I, A Series Of Capitalize Investments Llc Venture Capital Fund $10.0K $500 8
Alphawatch Ai I, A Series Of Capitalize Investments Llc Venture Capital Fund $10.0K $500 8
Viddy I, A Series Of Capitalize Investments Llc Venture Capital Fund $10.0K $500 5
Chart I, A Series Of Capitalize Investments Llc Venture Capital Fund $10.0K $500 2
Dill I, A Series Of Capitalize Investments Llc Venture Capital Fund $10.0K $500 3
Launchflow I, A Series Of Capitalize Investments Llc Venture Capital Fund $10.0K $500 6

Top 25 of 34 funds by gross assets · all funds

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 11.7 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

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗