Kapstream Capital Pty Limited is a large advisory firm based in Sydney. It manages $6.7 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.
Kapstream Capital Pty Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kapstream Capital Pty Limited is $6.7 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kapstream Capital Pty Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Maccoy Weil has been acting as President since 1 Jul 2015. Kumar Palghat has served as the Chief Investment Officer since 1 Jan 2007. Janus International Holding Llc joined the executive team most recently as the Shareholder.
The principal office where Kapstream Capital Pty Limited performs its advisory services is located at Level 7, 39 Martin Place, Sydney, 2000, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 612 9234 0000 or by fax 612 9234 0099. The normal business hours are 7 am to 5 pm on Monday - Friday. You can find more information about the New York firm at kapstream.com.