INCAPTURE INVESTMENTS LLC

SAN FRANCISCO, California·7 registered advisors·CRD# 169683
SEC# 801-79187415-614-4400
01

Firm Overview

AUM
$376M
Regulatory assets under management
Employees
32
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at INCAPTURE INVESTMENTS LLC

7 registered advisors
Brent Martin Canada
NEW YORK, New York
Eddy Samuel Vataru
SAN FRANCISCO, California
Garret Imre Filler
SAN FRANCISCO, California
Mark Francis Dandrea
NEW YORK, New York
Paul T Citardi
NEW YORK, New York
Peter James Knez
SAN FRANCISCO, California
William Timothy Britten
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
4 advisors
NEW YORK, New York
3 advisors

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Data sourced from SEC Form ADV filings. INCAPTURE INVESTMENTS LLC (CRD# 169683) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.