Capital CS is an investment advisor in Irvine with $122.24 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
842117635
SEC advisor number
801-120526
FINRA CRD number
304523
AUM ?
$122.24 mm
(as of 21 Apr 23)
Accounts
380
(as of 21 Apr 23)
Employees
3
(3 investment advisory or research)
Office hours
Monday - Friday, 9AM - 5PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Seiwert, Jessica, Ann | Managing Partner & Chief Compliance Officer | 10/2019 | 50-75% |
Carbone, Todd, Jared | Managing Partner & Senior Portfolio Manager | 01/2022 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22