Clients
Capacuity serves 130 clients, 121 of them corporations and other businesses. The average client has about $107 million with the firm.
- Corporations and other businesses121 clients82%
- Other8 clients16%
- Pooled investment vehicles1 clients2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $216,672,704 | 1.6% | $216.7M |
| Corporations and other businesses | 121 | $11,418,084,440 | 82.3% | $94.4M |
| Other | 8 | $2,232,055,968 | 16.1% | $279.0M |
| Total | 130 | $13,866,813,112 | 100% | $106.7M |
- Clients
- 1
- Regulatory AUM
- $216,672,704
- Share
- 1.6%
- Avg. per client
- $216.7M
- Clients
- 121
- Regulatory AUM
- $11,418,084,440
- Share
- 82.3%
- Avg. per client
- $94.4M
- Clients
- 8
- Regulatory AUM
- $2,232,055,968
- Share
- 16.1%
- Avg. per client
- $279.0M
Total
- Clients
- 130
- Regulatory AUM
- $13,866,813,112
- Share
- 100%
- Avg. per client
- $106.7M
What it does
Capacuity provides portfolio management for institutions, pension consulting and selecting other managers. It is paid through a percentage of assets, fixed fees and other arrangements.
Capacuity provided financial planning to 0 clients last fiscal year and advises no private funds.
20.0% of assets ($2.77B across 45 accounts) are managed with discretion; $11.10B across 173 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds84%
- Other16%
- Capacuity llc advises institutional clients on alternative approaches to hedging their "on balance sheet" non-qual plan benefit liabilities, including advising on creating baskets of investments (typically held by a bank) to hedge the market exposures of their non-qualified plan participant benefit obligations. capacuity makes initial recommendations, monitoring and evaluating the ongoing effectiveness of the hedge and making recommendations to change the hedge basket when appropriate.16%
Custodians
Capacuity has custody of $1.57B for 7 clients.
- All other custodians$13.87B100%
Ownership and leadership
Peter Cahall owns 75% or more of Capacuity.
- Owns 75% or more of Capacuity LLC
Peter Cahall
Control person · since December 2017
- Owns 75% or more of Capacuity LLC
Capacuity Financial, Inc.
Control person · since January 2023
Leadership
- Bryant KirkChief Compliance Officer
- Peter CahallCEO
- Mendel MelzerChief Investment Officer
Staff
- 40 employees
- 11 in advisory functions
- 11 state-registered reps
- 22 broker-dealer reps
- 9 insurance agents
Fees
Capacuity is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.
Capacuity’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Capacuity has 2 offices, with 3 listed addresses across 3 states.
Florida · 1 listed address
- 300 International Parkway, Suite 350, Lake MaryHQ
Massachusetts · 1 listed address
- 50 Braintree Hill Office Park, Braintree
New York · 1 listed address
- 40 British American Boulevard, Latham
Registration details
- Legal name
- Capacuity LLC
- Headquarters
- 300 International Parkway, Suite 350, Lake Mary, FL 32746
- Phone
- 407-949-6889
- Website
- www.capacuity.com
- SEC file
- 801-113636
- Structure
- Florida LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Capacuity have?
Capacuity has 130 clients and manages $13.9 billion for them, as of March 2026. They include 121 corporations and other businesses, 8 other clients and 1 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Capacuity offer?
Capacuity provides portfolio management for institutions, pension consulting and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Capacuity have?
Capacuity has 11 investment adviser representatives registered with state securities authorities, out of 40 employees, and 11 perform investment advisory functions. 22 are registered representatives of a broker-dealer and 9 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Capacuity invest in?
At the end of its last fiscal year, Capacuity’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs) and 16% capacuity llc advises institutional clients on alternative approaches to hedging their "on balance sheet" non-qual plan benefit liabilities, including advising on creating baskets of investments (typically held by a bank) to hedge the market exposures of their non-qualified plan participant benefit obligations. capacuity makes initial recommendations, monitoring and evaluating the ongoing effectiveness of the hedge and making recommendations to change the hedge basket when appropriate.. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Capacuity?
Capacuity’s direct owners are Peter Cahall (75% or more) and Capacuity Financial, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Capacuity get paid?
Capacuity is paid through a percentage of assets under management, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file