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CAPULA INVESTMENT US LP

NEW YORK, NY · CRD 157589 · IAPD ↗ · capulaglobal.com · (646) 874-5400

$137.44BRegulatory AUM
51Advisory reps
80Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

41
July 2026 — CAPULA INVESTMENT US LP notice-filed in GA, IL, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2026 — CAPULA INVESTMENT US LP added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — CAPULA INVESTMENT US LP reported RAUM up 75% ($78.36B -> $137.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — CAPULA INVESTMENT US LP grew from 33 to 51 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — CAPULA INVESTMENT US LP grew from 15 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
37
April 2024 — CAPULA INVESTMENT US LP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — CAPULA INVESTMENT US LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2024 — CAPULA INVESTMENT US LP reported RAUM up 35% ($75.09B -> $101.12B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.