Clients
Capvest Partners serves 11 clients. The average client has about $931 million with the firm.
- Pooled investment vehicles11 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 11 | $10,246,424,438 | 100.0% | $931.5M |
| Total | 11 | $10,246,424,438 | 100% | $931.5M |
- Clients
- 11
- Regulatory AUM
- $10,246,424,438
- Share
- 100.0%
- Avg. per client
- $931.5M
Total
- Clients
- 11
- Regulatory AUM
- $10,246,424,438
- Share
- 100%
- Avg. per client
- $931.5M
What it does
Capvest Partners provides portfolio management for pooled vehicles and other activities. It is paid through other arrangements.
Capvest Partners advises no private funds.
0.0% of assets ($0 across 0 accounts) are managed with discretion; $10.25B across 11 accounts are not. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Capvest Partners has custody of client assets.
- All other custodians$10.25B100%
Ownership and leadership
F1 Capital Limited owns 25% to 50% of Capvest Partners.
- Owns 25% to 50% of Capvest Partners, Inc.
F1 Capital Limited
Control person · since November 2021
- Owns 75% or more of F1 Capital Limited
F1 Holdings Limited
Control person · since January 2009
- Owns 75% or more of F1 Holdings Limited
Seamus Fitzpatrick
Control person · since January 2009
- Owns 25% to 50% of Capvest Partners, Inc.
Christopher Campbell
Control person · since November 2021
- Owns 25% to 50% of Capvest Partners, Inc.
Penelope Briant
Control person · since November 2021
Leadership
- Christopher CampbellPresident, Director and Shareholder
- Aida SamarzijaChief Compliance Officer
- Penelope BriantShareholder
Staff
- 14 employees
- 11 in advisory functions
Fees
Capvest Partners is paid through other.
Capvest Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Capvest Partners has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 375 Park Ave, New YorkHQ
Registration details
- Legal name
- Capvest Partners, Inc.
- Headquarters
- 375 Park Ave, New York, NY 10152
- Phone
- 212-430-1400
- Website
- Not reported
- SEC file
- 801-127205
- Structure
- Delaware corporation
- 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 Capvest Partners have?
Capvest Partners has 11 clients and manages $10.2 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Capvest Partners offer?
Capvest Partners provides portfolio management for pooled vehicles and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Capvest Partners have?
Capvest Partners has 0 investment adviser representatives registered with state securities authorities, out of 14 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Capvest Partners?
Capvest Partners is owned through a chain of holding companies by Seamus Fitzpatrick. Its direct owners are F1 Capital Limited, Christopher Campbell and Penelope Briant, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Capvest Partners get paid?
Capvest Partners is paid through 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