CapShift Expands Capabilities as a Registered Investment Advisor

CapShift is pleased to share it has recently registered CapShift Advisors LLC, a wholly-owned subsidiary, with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA).  This development brings CapShift an expanded set of capabilities to serve institutional clients building upon its existing technology, research, and other impact investing services.

As an RIA, CapShift can now provide investment consulting and advisory services to its core charitable and institutional clients, including donor advised fund providers and foundations. This includes supporting impact and financial due diligence, sharing recommendations on impact investments for donors, consulting with advisors responding to client demand for impact investments, and providing fiduciary oversight of public impact portfolios, private funds, and investments.  Additionally, CapShift can support the development of custom mission-aligned portfolios, recoverable grants, or Program Related Investments for private foundation clients and other philanthropic institutions. Illustrative examples of CapShift client mandates for impact investments include Covid-19 response and recovery, racial and social justice, climate change, and access to safe and affordable housing.

CapShift looks forward to supporting the growth of the impact investing industry and meeting the expanding needs of its diverse client base. If you’d like to learn more about these expanded services, please contact Scott Nance, Vice President of Business Development, at snance@capshift.com.

About CapShift: CapShift LLC and its subsidiary CapShift Advisors LLC (collectively CapShift) make up an impact investing platform that seeks to empower philanthropic and financial institutions, along with their clients, to mobilize capital for social and environmental change. CapShift provides a curated set of vetted opportunities sourced from CapShift’s proprietary database containing over 1,000 public, private, and nonprofit ventures and funds, operating globally and locally across all themes. Our suite of solutions makes it easy to source, implement, and monitor impact investments.

DISCLOSURE: Advisory services are provided by CapShift Advisors LLC, an SEC-registered investment advisor. Investments in securities are not FDIC insured, are not bank guaranteed, and may lose value.  Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and CapShift Advisors LLC’s charges and expenses. CapShift Advisors LLC’s advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. For more details, see our Form ADV, available here.  Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Note that registration with the SEC does not imply that the SEC has endorsed or approved the qualifications of the firm or its representatives.

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