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How does the advisor help clients – Key Takeaways:

CAPULA INVESTMENT US LP provides expert financial advice to its clients, helping them achieve their financial goals through a range of services and expertise.

Some key takeaways from their services include:

  • Providing comprehensive financial solutions to clients
  • Offering investment strategies tailored to fit each individual client’s needs
  • Acting as a trusted financial partner, guiding clients through various financial decisions

Facts and Insights:

CAPULA INVESTMENT US LP is a leading financial firm with a proven track record of success in helping clients achieve their financial goals. The firm is known for its exceptional financial expertise and commitment to providing top-notch financial guidance to its clients.

Some interesting facts and insights about CAPULA INVESTMENT US LP include:

  • Founded in 2005, the firm has over 15 years of experience in the financial industry
  • They have over $31 billion in assets under management, showcasing their extensive experience and knowledge in managing finances
  • The firm has a team of over 100 highly skilled financial advisors who are dedicated to providing the best possible financial solutions to clients.

Assets Under Management, Number of Advisors and Time in Business:

Year Founded Number of Advisors Assets Under Management (USD)
2005 100+ $31 billion

Financial Services Offered:

The expert financial advisors at CAPULA INVESTMENT US LP offer a wide range of financial services to clients, including:

  • Portfolio management
  • Asset allocation guidance
  • Wealth management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Risk management

These services are designed to help clients optimize their financial portfolio and achieve their short and long-term financial goals.

Client Types:

The financial services offered by CAPULA INVESTMENT US LP cater to a diverse range of clients, including:

  • High-net-worth individuals
  • Institutional investors
  • Family offices
  • Corporate entities

The firm tailors its services to meet the specific needs and goals of each client, providing customized financial solutions.

Fees & Compensation:

CAPULA INVESTMENT US LP charges a fee based on a percentage of the client’s assets under management. This helps align the firm’s interests with those of its clients, as they only make money when their clients’ portfolios perform well.

Additionally, the firm may also receive compensation from third parties for certain products and services recommended to clients. However, the firm operates under a fiduciary duty, putting their clients’ interests above their own.


CAPULA INVESTMENT US LP was founded in 2005 by two experienced financial professionals, Yan Huo and Masao Asai. The firm initially focused on fixed income arbitrage strategies but has now expanded its services to include a comprehensive range of financial solutions for clients.

The firm has become known for its innovative approach to investing and has won numerous awards and recognition for its financial expertise and performance.

Financial Advisor Disclosures to Know:

As a registered investment advisor, CAPULA INVESTMENT US LP is required to disclose certain information to clients and potential clients. Some key disclosures include:

  • The firm has a fiduciary duty to act in the best interests of their clients
  • Their advisors may recommend third-party products and services in which the firm may receive compensation
  • The firm’s advisors are licensed and regulated by the SEC and other relevant regulatory bodies
  • Any conflicts of interest will be fully disclosed to clients

By being transparent and open with clients, CAPULA INVESTMENT US LP strives

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