Capula Investment Us Lp
- Regulatory AUM
- $137B
- Discretionary
- $137B
- Clients
- 8
- Avg AUM / client
- $17.2B
- Accounts
- 8
- Employees
- 80
AUM over time
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $137B | 100.0% |
| Other | 1 | $24.8M | 0.02% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Huo, Yan, Nmn | Shareholder | Oct 2005 (21y) | ≈ 14.06% – 50% via Capula Management Limited | |
| Abramov, Igor | Chief Compliance Officer | Jul 2012 (14y) | Less than 5% | |
| Barnett, Mark, Jason | Director Of General Partner | Aug 2022 (4y) | Less than 5% | |
| Perry, Rania, Christine | Chief Executive Of Capula New York | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Capula Management Us Llc | General Partner | Dec 2009 | A | 75% or more |
| Capula Management Limited | Shareholder | Dec 2009 | B | ≈ 56.25% – 100% via Capula Management Us Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Huo, Yan, Nmn: 25% – 50% of Capula Management Limited × 75% – 100% of Capula Management Us Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Capula Management Limited: 75% – 100% of Capula Management Us Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • FEES PAID BY CAPULA INVESTMENT MANAGEMENT LLP
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Northern Trust $94.4M (0% of AUM) Aug 2019
- BNY Mellon $24.8M (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗