Capvest Partners, Inc.
- Regulatory AUM
- $10.2B
- Discretionary
- $0
- Clients
- 11
- Avg AUM / client
- $931M
- Accounts
- 11
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $10.2B | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fitzpatrick, Seamus, Philip | Shareholder | Jan 2009 (18y) | ≈ 14.06% – 50% via F1 Holdings Limited | |
| Briant, Penelope, Kate | Shareholder | Nov 2021 (5y) | 25% – 50% | |
| Campbell, Christopher, John | President, Director And Shareholder | Nov 2021 (5y) | 25% – 50% | |
| Samarzija, Aida, Snjezana | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| F1 Capital Limited | Shareholder | Nov 2021 | A | 25% – 50% |
| F1 Holdings Limited | Shareholder | Jan 2009 | B | ≈ 18.75% – 50% via F1 Capital Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fitzpatrick, Seamus, Philip: 75% – 100% of F1 Holdings Limited × 75% – 100% of F1 Capital Limited × 25% – 50% direct ≈ 14.06% – 50% of the firm
- F1 Holdings Limited: 75% – 100% of F1 Capital Limited × 25% – 50% direct ≈ 18.75% – 50% 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) | 03/27/2026 | 1.17 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
- • INVESTMENT ADVISORY FEE FROM CAPVEST PARTNERS LLP
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗