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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

CAPSTONE INVESTMENT ADVISORS, LLC

CRD 155563

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a3bee34-df61-9347-a41b-d3dd53dd441d

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 58
Dated events: 20
On other graphs: 0
Observed: Dec 22, 2011 to Aug 5, 2026
65 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $92BItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $92B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $92Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 304
Advisory employees: 115
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 31
Private funds: 16Schedule D 7.B(1)
Relying advisers: 3
SEC number: 801-73004
CIK: 1426196
CRD: 155563
Filings on the tape: 65
First filed: Dec 22, 2011
Latest filed: Aug 5, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAVEL B BLINCHIK	n/a	NEW YORK, NY	2	22	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 43

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CAPSTONE GLOBAL MASTER (CAYMAN) LIMITED	Hedge Fund	$59B	Oct 17, 2024	107	Dec 22, 2011	reported	021-106344
CAPSTONE INCOME OPPORTUNITIES III, LLC	Hedge Fund	$4.6B	Oct 17, 2024	1	Aug 19, 2022	reported	021-445945
CAPSTONE DISPERSION MASTER FUND LTD.	Hedge Fund	$2.6B	Oct 17, 2024	22	Aug 29, 2018	reported	021-335831
CAPSTONE INCOME OPPORTUNITIES II LTD.	Hedge Fund	$2.2B	May 20, 2022	1	Feb 25, 2016	dropped	021-254044
CAPSTONE INCOME OPPORTUNITIES LTD.	Hedge Fund	$593M	Oct 17, 2024	1	Feb 27, 2015	reported	021-229127
CAPSTONE OPPORTUNISTIC RISK ALTERNATIVES MASTER FUND LTD.	Hedge Fund	$535M	Jan 9, 2024	1	Mar 30, 2020	reported	n/a
CAPSTONE GLOBAL FUNDS ICAV - CAPSTONE DYNAMIC HEDGING FUND	Hedge Fund	$498M	Mar 30, 2021	41	Mar 30, 2020	dropped	n/a
CF CAPSTONE FUND LIMITED	Hedge Fund	$421M	Mar 29, 2018	3	Feb 28, 2017	dropped	021-281687
CAPSTONE CROWN FUND LP	Hedge Fund	$389M	Oct 17, 2024	2	Nov 15, 2023	reported	n/a
CAPSTONE COMMONWEALTH FUND, LP	Hedge Fund	$324M	Oct 17, 2024	2	Jan 21, 2022	reported	021-424106
CAPSTONE STORM FUND LP	Hedge Fund	$320M	Oct 17, 2024	2	Mar 1, 2021	reported	021-377613
CF CAPSTONE GLOBAL EQUITY FUND LIMITED	Hedge Fund	$300M	Mar 29, 2018	1	Aug 3, 2017	dropped	021-290753
CAPSTONE DIVERSIFIED DYNAMIC ALPHA STRATEGY FUND, LLC	Hedge Fund	$212M	Jun 17, 2019	8	Aug 3, 2017	dropped	021-205718
CAPSTONE RELATIVE VALUE VOLATILITY FUND LTD.	Hedge Fund	$179M	Oct 17, 2024	3	May 25, 2023	reported	021-475916
CPP-2019-1 FUND LIMITED	Hedge Fund	$173M	Jan 25, 2023	1	Jun 17, 2019	dropped	021-406437
CAPSTONE GATEWAY FUND (B) LTD.	Hedge Fund	$165M	Nov 30, 2018	1	Aug 29, 2018	dropped	n/a
CAPSTONE FIRST RESPONDER LP	Hedge Fund	$149M	Oct 17, 2024	2	Nov 15, 2023	reported	021-485786
CAPSTONE VALLEY SOLUTIONS FUND, LP	Hedge Fund	$144M	Jan 25, 2023	2	May 20, 2022	dropped	n/a
CAPSTONE EC FUND, LP	Hedge Fund	$134M	Jan 9, 2024	5	Feb 26, 2020	reported	021-358773
KS-CAPSTONE FUND LIMITED	Hedge Fund	$111M	Feb 26, 2020	1	Jun 1, 2015	dropped	021-239632
CAPSTONE CONVEX PORTFOLIO MASTER (CAYMAN) LIMITED	Hedge Fund	$98.0M	Oct 17, 2024	13	Nov 27, 2020	reported	021-402522
BLENHEIM COMMODITY FUND, LLC	Hedge Fund	$97.5M	Mar 29, 2018	51	Aug 3, 2017	dropped	021-122937
CAPSTONE GATEWAY FUND (E) LTD.	Hedge Fund	$83.8M	Nov 30, 2018	1	Aug 29, 2018	dropped	n/a
CAPSTONE ALTERNATIVE MARKETS TREND STRATEGY MASTER (CAYMAN) LP	Hedge Fund	$82.2M	Oct 17, 2024	11	May 25, 2023	reported	021-452107
CAPSTONE WDV FUND, LLC	Hedge Fund	$79.7M	Oct 25, 2019	2	Feb 27, 2018	dropped	021-300768

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRITTON, PAUL, MATTHEW	MANAGING MEMBER	E	yes	12/2021	Dec 22, 2011	Oct 17, 2024
BRITTON, PAUL, MATTHEW	MANAGING MEMBER & CHIEF EXECUTIVE OFFICER	Na	yes	03/2007	Dec 22, 2011	Oct 17, 2024
CAMERON, NIALL, WILLIAM	CHIEF RISK OFFICER	Na	yes	08/2022	Aug 19, 2022	Oct 17, 2024
CIA ASSOCIATES NY LLC	Member	E	yes	12/2021	Jan 21, 2022	Oct 17, 2024
KOLODZIEJ, ROBERT, JAN	CHIEF OPERATING OFFICER	Na	yes	11/2023	Nov 15, 2023	Oct 17, 2024
LOCHER, EMILY, ANN	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	03/2022	Mar 31, 2022	Oct 17, 2024
NAVIGATOR GLOBAL INVESTMENTS LIMITED	Shareholder	E	yes	02/2021	Mar 30, 2021	Oct 17, 2024
NGI STRATEGIC HOLDINGS (A) LP	Member	B	yes	05/2013	Mar 30, 2021	Oct 17, 2024
NGI STRATEGIC HOLDINGS GP LLC	GENERAL PARTNER	F	yes	02/2021	Mar 30, 2021	Oct 17, 2024
NGI STRATEGIC HOLDINGS I, INC.	Shareholder	E	yes	02/2021	Mar 30, 2021	Oct 17, 2024
NGI STRATEGIC HOLDINGS II, INC.	MANAGING MEMBER	E	yes	02/2021	Mar 30, 2021	Oct 17, 2024
NGI STRATEGIC HOLDINGS II, INC.	LIMITED PARTNER	D	yes	02/2021	Mar 30, 2021	Oct 17, 2024
SORRELL, JONATHAN, EDWARD HUGH	President	Na	yes	01/2020	Feb 26, 2020	Oct 17, 2024
TONELLI, MATTHEW, RAYMOND	HEAD OF TRADING	Na	yes	02/2020	Feb 27, 2018	Oct 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPSTONE FUND SERVICES II, LLC	n/a	n/a	n/a	N	yes	n/a
CAPSTONE FUND SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Stamford	Ct	United States	6	no
NEW YORK	NY	United States	5	no
Boston	Ma	United States	3	no
LOS ANGELES	CA	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 23, 2026	$92B	$92B	304	115	6	16	n/a
2024	Mar 28, 2025	$92B	$92B	330	111	5	18	n/a
2023	Mar 27, 2024	$69B	$69B	284	108	4	19	$69B
2022	Mar 30, 2023	$43B	$43B	253	115	4	17	$43B
2021	Mar 31, 2022	$68B	$68B	213	86	4	16	$68B
2020	Mar 30, 2021	$46B	$46B	176	67	2	15	$46B
2019	Mar 30, 2020	$71B	$71B	157	55	2	16	$71B
2018	Mar 29, 2019	$64B	$64B	144	51	3	16	$64B
2017	Mar 29, 2018	$27B	$27B	128	42	0	13	$27B
2016	Mar 31, 2017	$28B	$28B	94	30	n/a	10	$28B
2015	Mar 30, 2016	$19B	$19B	96	32	n/a	6	$19B
2014	Mar 31, 2015	$22B	$22B	88	31	n/a	4	$22B
2013	Mar 31, 2014	$17B	$17B	45	37	n/a	2	$17B
2012	Mar 14, 2013	$12B	$12B	56	34	n/a	2	$12B

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$92B	$92B	-0.2%	$43B	28.2%	304	330	7	5

Relationships

Advises (43)

→ CAPSTONE STORM FUND LPPrivate fundHedge Fund, IA
Mar 1, 2021 to presentfactForm ADV
→ CAPSTONE HEDGE II, LPPrivate fundHedge Fund, IA
May 20, 2022 to presentfactForm ADV
→ CAPSTONE ALTERNATIVE RISK STRATEGY MASTER (CAYMAN) LPPrivate fundHedge Fund, IA
Jan 24, 2023 to presentfactForm ADV
→ CAPSTONE CONVEX PORTFOLIO MASTER (CAYMAN) LIMITEDPrivate fundHedge Fund, IA
Nov 27, 2020 to presentfactForm ADV
→ CAPSTONE CAV MASTER, LPPrivate fundHedge Fund, IA
Aug 28, 2020 to presentfactForm ADV
→ CAPSTONE FIRST RESPONDER LPPrivate fundHedge Fund, IA
Nov 15, 2023 to presentfactForm ADV
→ CAPSTONE ALTERNATIVE MARKETS TREND STRATEGY MASTER (CAYMAN) LPPrivate fundHedge Fund, IA
May 25, 2023 to presentfactForm ADV
→ CAPSTONE RELATIVE VALUE VOLATILITY FUND LTD.Private fundHedge Fund, IA
May 25, 2023 to presentfactForm ADV
→ CAPSTONE DISPERSION MASTER FUND LTD.Private fundHedge Fund, IA
Aug 29, 2018 to presentfactForm ADV
→ CAPSTONE CROWN FUND LPPrivate fundHedge Fund, IA
Nov 15, 2023 to presentfactForm ADV
→ CAPSTONE GLOBAL MASTER (CAYMAN) LIMITEDPrivate fundHedge Fund, IA
Dec 22, 2011 to presentfactForm ADV
→ CAPSTONE MOUNT WASHINGTON FUND, LPPrivate fundHedge Fund, IA
May 20, 2022 to presentfactForm ADV
→ CAPSTONE EQUITY REPLACEMENT MASTER FUND LTD.Private fundHedge Fund, IA
Feb 28, 2017 to presentfactForm ADV
→ CAPSTONE BLUE FUND LTD.Private fundHedge Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ CAPSTONE INCOME OPPORTUNITIES LTD.Private fundHedge Fund, IA
Feb 27, 2015 to presentfactForm ADV
→ CPP-2012-1 FUND LIMITEDPrivate fundHedge Fund, IA
Aug 24, 2012 to presentfactForm ADV
→ CAPSTONE PHI KAPPA FUND LTD.Private fundHedge Fund, IA
Nov 29, 2018 to presentfactForm ADV
→ CAPSTONE INCOME OPPORTUNITIES III, LLCPrivate fundHedge Fund, IA
Aug 19, 2022 to presentfactForm ADV
→ CAPSTONE COMMONWEALTH FUND, LPPrivate fundHedge Fund, IA
Jan 21, 2022 to presentfactForm ADV
→ CAPSTONE EC FUND, LPPrivate fundHedge Fund, IA
Feb 26, 2020 to presentfactForm ADV
→ CAPSTONE OPPORTUNISTIC RISK ALTERNATIVES MASTER FUND LTD.Private fundHedge Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ CAPSTONE VALLEY SOLUTIONS FUND, LPPrivate fundHedge Fund, IA, no longer reported
May 20, 2022 to Jan 25, 2023factForm ADV
→ CPP-2019-1 FUND LIMITEDPrivate fundHedge Fund, IA, no longer reported
Jun 17, 2019 to Jan 25, 2023factForm ADV
→ CAPSTONE LONG VOLATILITY FUND MASTER (CAYMAN) LIMITEDPrivate fundHedge Fund, IA, no longer reported
Mar 1, 2021 to Jan 25, 2023factForm ADV
→ CAPSTONE INCOME OPPORTUNITIES II LTD.Private fundHedge Fund, IA, no longer reported
Feb 25, 2016 to May 20, 2022factForm ADV
→ CAPSTONE GLOBAL FUNDS ICAV - CAPSTONE DYNAMIC HEDGING FUNDPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2020 to Mar 30, 2021factForm ADV
→ CF CAPSTONE SPC FUND LTD - GEF SPPrivate fundHedge Fund, IA, no longer reported
Aug 29, 2018 to Nov 27, 2020factForm ADV
→ CF CAPSTONE SPC FUND LTD - CFI SPPrivate fundHedge Fund, IA, no longer reported
Aug 29, 2018 to Nov 27, 2020factForm ADV
→ CF CAPSTONE SPC FUND LTD - MSEF SPPrivate fundHedge Fund, IA, no longer reported
Aug 29, 2018 to Nov 27, 2020factForm ADV
→ CF CAPSTONE SPC FUND LTD - MSEI SPPrivate fundHedge Fund, IA, no longer reported
Aug 29, 2018 to Nov 27, 2020factForm ADV
and 13 more

Registered with (1)

← PAVEL B BLINCHIKAdvisorregistration: current employment
Jul 30, 2024 to presentfactForm ADV

Controls (12)

← SORRELL, JONATHAN, EDWARD HUGHOwnerPRESIDENT, ownership code NA, individual
Feb 26, 2020 to Oct 17, 2024factForm ADV
← BRITTON, PAUL, MATTHEWOwnerMANAGING MEMBER, ownership code E, individual
Dec 22, 2011 to Oct 17, 2024factForm ADV
← TONELLI, MATTHEW, RAYMONDOwnerHEAD OF TRADING, ownership code NA, individual
Feb 27, 2018 to Oct 17, 2024factForm ADV
← KOLODZIEJ, ROBERT, JANOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Nov 15, 2023 to Oct 17, 2024factForm ADV
← LOCHER, EMILY, ANNOwnerGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2022 to Oct 17, 2024factForm ADV
← CAMERON, NIALL, WILLIAMOwnerCHIEF RISK OFFICER, ownership code NA, individual
Aug 19, 2022 to Oct 17, 2024factForm ADV
← CIA ASSOCIATES NY LLCOwnerMEMBER, ownership code E, domestic entity
Jan 21, 2022 to Oct 17, 2024factForm ADV
← NAVIGATOR GLOBAL INVESTMENTS LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 30, 2021 to Oct 17, 2024factForm ADV
← NGI STRATEGIC HOLDINGS (A) LPOwnerMEMBER, ownership code B, domestic entity
Mar 30, 2021 to Oct 17, 2024factForm ADV
← NGI STRATEGIC HOLDINGS GP LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 30, 2021 to Oct 17, 2024factForm ADV
← NGI STRATEGIC HOLDINGS I, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 30, 2021 to Oct 17, 2024factForm ADV
← NGI STRATEGIC HOLDINGS II, INC.OwnerLIMITED PARTNER, ownership code D, domestic entity
Mar 30, 2021 to Oct 17, 2024factForm ADV

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
Capstone Investment Advisors, Llc reported RAUM $91.7B, up 32% from $69.3B (2024-10-17 to 2025-03-28)
Form ADVobserved 3 days ago
$22.5B
Occurred
Mar 27, 2024
Regulatory AUM changed
Capstone Investment Advisors, Llc reported RAUM $69.3B, up 59% from $43.5B (2024-01-09 to 2024-03-27)
Form ADVobserved 3 days ago
$25.8B
Occurred
Nov 15, 2023
Control person left
Richard Robert Hanna (Chief Operating Officer) no longer on Schedule A of Capstone Investment Advisors, Llc (listed 2023-07-19, absent 2023-11-15)
Form ADVobserved 3 days ago
Occurred
Nov 15, 2023
Control person joined
Jan Robert Kolodziej (Chief Operating Officer) appeared on Schedule A of Capstone Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
Capstone Investment Advisors, Llc reported RAUM $43.5B, down 36% from $68.1B (2023-01-25 to 2023-03-30)
Form ADVobserved 3 days ago
$-24.6B
Occurred
Mar 30, 2023
Control person left
Tyler Kevin Kornobis (Chief Financial Officer) no longer on Schedule A of Capstone Investment Advisors, Llc (listed 2023-01-25, absent 2023-03-30)
Form ADVobserved 3 days ago
Occurred
Aug 19, 2022
Control person joined
William Niall Cameron (Chief Risk Officer) appeared on Schedule A of Capstone Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Capstone Investment Advisors, Llc reported RAUM $68.1B, up 48% from $46.0B (2022-01-21 to 2022-03-31)
Form ADVobserved 3 days ago
$22.1B
Occurred
Mar 31, 2022
Control person left
Paglia Katrina Setrin (Chief Compliance Officer & General Counsel) no longer on Schedule A of Capstone Investment Advisors, Llc (listed 2022-01-21, absent 2022-03-31)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2022
Control person joined
Ann Emily Locher (General Counsel And Chief Compliance Officer) appeared on Schedule A of Capstone Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Jan 21, 2022
Control person left
Ong Gilfelix Cua (Chief Risk Officer) no longer on Schedule A of Capstone Investment Advisors, Llc (listed 2021-11-23, absent 2022-01-21)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
Capstone Investment Advisors, Llc reported RAUM $46.0B, down 36% from $71.4B (2021-03-01 to 2021-03-30)
Form ADVobserved 3 days ago
$-25.4B
Occurred
Mar 30, 2021
Control person left
John Joseph Lucas (Chairman) no longer on Schedule A of Capstone Investment Advisors, Llc (listed 2021-03-01, absent 2021-03-30)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2020
Control person joined
Ong Gilfelix Cua (Chief Risk Officer) appeared on Schedule A of Capstone Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Feb 26, 2020
Control person joined
E H Jonathan Sorrell (President) appeared on Schedule A of Capstone Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Oct 25, 2019
Control person joined
Richard Robert Hanna (Chief Operating Officer) appeared on Schedule A of Capstone Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Jun 17, 2019
Regulatory AUM changed
Capstone Investment Advisors, Llc reported RAUM $43.3B, down 32% from $63.7B (2019-03-29 to 2019-06-17)
Form ADVobserved 3 days ago
$-20.4B
Occurred
Jun 17, 2019
Control person joined
Paglia Katrina Setrin (Chief Compliance Officer & General Counsel) appeared on Schedule A of Capstone Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Jun 17, 2019
Control person left
Michael Adam Bensley (Chief Compliance Officer & General Counsel) no longer on Schedule A of Capstone Investment Advisors, Llc (listed 2019-03-29, absent 2019-06-17)
Form ADVobserved 3 days ago
Occurred
Aug 29, 2018
Regulatory AUM changed
Capstone Investment Advisors, Llc reported RAUM $60.6B, up 124% from $27.1B (2018-03-29 to 2018-08-29)
Form ADVobserved 3 days ago
$33.5B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a3bee34-df61-9347-a41b-d3dd53dd441d
First observed: Dec 22, 2011
Last observed: Aug 5, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPSTONE INVESTMENT ADVISORS, LLC

CRD 155563

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a3bee34-df61-9347-a41b-d3dd53dd441d

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAVEL B BLINCHIK

n/a

NEW YORK, NY

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CAPSTONE GLOBAL MASTER (CAYMAN) LIMITED

Hedge Fund

$59B

Oct 17, 2024

107

Dec 22, 2011

reported

021-106344

CAPSTONE INCOME OPPORTUNITIES III, LLC

Hedge Fund

$4.6B

Oct 17, 2024

Aug 19, 2022

reported

021-445945

CAPSTONE DISPERSION MASTER FUND LTD.

Hedge Fund

$2.6B

Oct 17, 2024

Aug 29, 2018

reported

021-335831

CAPSTONE INCOME OPPORTUNITIES II LTD.

Hedge Fund

$2.2B

May 20, 2022

Feb 25, 2016

dropped

021-254044

CAPSTONE INCOME OPPORTUNITIES LTD.

Hedge Fund

$593M

Oct 17, 2024

Feb 27, 2015

reported

021-229127

CAPSTONE OPPORTUNISTIC RISK ALTERNATIVES MASTER FUND LTD.

Hedge Fund

$535M

Jan 9, 2024

Mar 30, 2020

reported

n/a

CAPSTONE GLOBAL FUNDS ICAV - CAPSTONE DYNAMIC HEDGING FUND

Hedge Fund

$498M

Mar 30, 2021

Mar 30, 2020

dropped

n/a

CF CAPSTONE FUND LIMITED

Hedge Fund

$421M

Mar 29, 2018

Feb 28, 2017

dropped

021-281687

CAPSTONE CROWN FUND LP

Hedge Fund

$389M

Oct 17, 2024

Nov 15, 2023

reported

n/a

CAPSTONE COMMONWEALTH FUND, LP

Hedge Fund

$324M

Oct 17, 2024

Jan 21, 2022

reported

021-424106

CAPSTONE STORM FUND LP

Hedge Fund

$320M

Oct 17, 2024

Mar 1, 2021

reported

021-377613

CF CAPSTONE GLOBAL EQUITY FUND LIMITED

Hedge Fund

$300M

Mar 29, 2018

Aug 3, 2017

dropped

021-290753

CAPSTONE DIVERSIFIED DYNAMIC ALPHA STRATEGY FUND, LLC

Hedge Fund

$212M

Jun 17, 2019

Aug 3, 2017

dropped

021-205718

CAPSTONE RELATIVE VALUE VOLATILITY FUND LTD.

Hedge Fund

$179M

Oct 17, 2024

May 25, 2023

reported

021-475916

CPP-2019-1 FUND LIMITED

Hedge Fund

$173M

Jan 25, 2023

Jun 17, 2019

dropped

021-406437

CAPSTONE GATEWAY FUND (B) LTD.

Hedge Fund

$165M

Nov 30, 2018

Aug 29, 2018

dropped

n/a

CAPSTONE FIRST RESPONDER LP

Hedge Fund

$149M

Oct 17, 2024

Nov 15, 2023

reported

021-485786

CAPSTONE VALLEY SOLUTIONS FUND, LP

Hedge Fund

$144M

Jan 25, 2023

May 20, 2022

dropped

n/a

CAPSTONE EC FUND, LP

Hedge Fund

$134M

Jan 9, 2024

Feb 26, 2020

reported

021-358773

KS-CAPSTONE FUND LIMITED

Hedge Fund

$111M

Feb 26, 2020

Jun 1, 2015

dropped

021-239632

CAPSTONE CONVEX PORTFOLIO MASTER (CAYMAN) LIMITED

Hedge Fund

$98.0M

Oct 17, 2024

Nov 27, 2020

reported

021-402522

BLENHEIM COMMODITY FUND, LLC

Hedge Fund

$97.5M

Mar 29, 2018

Aug 3, 2017

dropped

021-122937

CAPSTONE GATEWAY FUND (E) LTD.

Hedge Fund

$83.8M

Nov 30, 2018

Aug 29, 2018

dropped

n/a

CAPSTONE ALTERNATIVE MARKETS TREND STRATEGY MASTER (CAYMAN) LP

Hedge Fund

$82.2M

Oct 17, 2024

May 25, 2023

reported

021-452107

CAPSTONE WDV FUND, LLC

Hedge Fund

$79.7M

Oct 25, 2019

Feb 27, 2018

dropped

021-300768

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRITTON, PAUL, MATTHEW

MANAGING MEMBER

yes

12/2021

Dec 22, 2011

Oct 17, 2024

BRITTON, PAUL, MATTHEW

MANAGING MEMBER & CHIEF EXECUTIVE OFFICER

yes

03/2007

Dec 22, 2011

Oct 17, 2024

CAMERON, NIALL, WILLIAM

CHIEF RISK OFFICER

yes

08/2022

Aug 19, 2022

Oct 17, 2024

CIA ASSOCIATES NY LLC

Member

yes

12/2021

Jan 21, 2022

Oct 17, 2024

KOLODZIEJ, ROBERT, JAN

CHIEF OPERATING OFFICER

yes

11/2023

Nov 15, 2023

Oct 17, 2024

LOCHER, EMILY, ANN

GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

yes

03/2022

Mar 31, 2022

Oct 17, 2024

NAVIGATOR GLOBAL INVESTMENTS LIMITED

Shareholder

yes

02/2021

Mar 30, 2021

Oct 17, 2024

NGI STRATEGIC HOLDINGS (A) LP

Member

yes

05/2013

Mar 30, 2021

Oct 17, 2024

NGI STRATEGIC HOLDINGS GP LLC

GENERAL PARTNER

yes

02/2021

Mar 30, 2021

Oct 17, 2024

NGI STRATEGIC HOLDINGS I, INC.

Shareholder

yes

02/2021

Mar 30, 2021

Oct 17, 2024

NGI STRATEGIC HOLDINGS II, INC.

MANAGING MEMBER

yes

02/2021

Mar 30, 2021

Oct 17, 2024

NGI STRATEGIC HOLDINGS II, INC.

LIMITED PARTNER

yes

02/2021

Mar 30, 2021

Oct 17, 2024

SORRELL, JONATHAN, EDWARD HUGH

President

yes

01/2020

Feb 26, 2020

Oct 17, 2024

TONELLI, MATTHEW, RAYMOND

HEAD OF TRADING

yes

02/2020

Feb 27, 2018

Oct 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPSTONE FUND SERVICES II, LLC

n/a

yes

n/a

CAPSTONE FUND SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Stamford

United States

NEW YORK

United States

Boston

United States

LOS ANGELES

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 23, 2026

$92B

304

115

n/a

2024

Mar 28, 2025

$92B

330

111

n/a

2023

Mar 27, 2024

$69B

284

108

$69B

2022

Mar 30, 2023

$43B

253

115

$43B

2021

Mar 31, 2022

$68B

213

$68B

2020

Mar 30, 2021

$46B

176

$46B

2019

Mar 30, 2020

$71B

157

$71B

2018

Mar 29, 2019

$64B

144

$64B

2017

Mar 29, 2018

$27B

128

$27B

2016

Mar 31, 2017

$28B

n/a

$28B

2015

Mar 30, 2016

$19B

n/a

$19B

2014

Mar 31, 2015

$22B

n/a

$22B

2013

Mar 31, 2014

$17B

n/a

$17B

2012

Mar 14, 2013

$12B

n/a

$12B

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$92B

-0.2%

$43B

28.2%

304

330