CAPITAL ADVISORS GROUP, INC
SEC file number 801-60262
· BOSTON, MA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$25.88B
Discretionary AUM
$25.88B
Employees
29
Clients
5
Firm
- Address
- 1 FEDERAL STREET
BOSTON, MA 02110 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- DTF Advisors Holdings LLC Medium name-match confidence · CIK 2104919 · TX
- PDX Advisors LLC Medium name-match confidence · CIK 1772907 · NY
- 01 Advisors 04, L.P. Medium name-match confidence · CIK 2115466 · CA
- ADVISORS HEDGE FUND LLC Medium name-match confidence · CIK 1094544 · FL
- Aspire Advisors LLC Medium name-match confidence · CIK 2094017 · FL
- CL Advisors - DVI LP Medium name-match confidence · CIK 2089260 · CA
- CL Advisors - DV LP Medium name-match confidence · CIK 2092277 · CA
- Haven Advisors Holdings, LLC Medium name-match confidence · CIK 2142146 · TX
- RCLCO Fund Advisors, LLC Medium name-match confidence · CIK 2123670 · CA
- Teton Advisors, Inc. Medium name-match confidence · CIK 1444874
- CL Advisors - DII LP Medium name-match confidence · CIK 2086707 · CA
- CL Advisors - DIV LP Medium name-match confidence · CIK 2092275 · CA
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01 Advisors 04, L.P. · D · Sep 16, 2026$395M
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Haven Advisors Holdings, LLC · D · Jul 8, 2026$10M
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ADVISORS HEDGE FUND LLC · D/A · Jun 22, 2026
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RCLCO Fund Advisors, LLC · D · Mar 25, 2026$28.6M
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DTF Advisors Holdings LLC · D · Jan 28, 2026
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CL Advisors - DV LP · D · Dec 16, 2025$7.3M
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Aspire Advisors LLC · D · Nov 17, 2025$20M
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CL Advisors - DIV LP · D · Oct 31, 2025$1.1M
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CL Advisors - DVI LP · D · Oct 21, 2025$3.9M
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CL Advisors - DII LP · D · Sep 19, 2025$1.6M