CAPITAL ADVISORS GROUP
Capital Advisors Group, Inc., is an independent investment advisor specializing in institutional cash investments, risk management, and debt financing. Drawing upon almost a quarter of a century of experience through varied interest rate cycles, the firm has built its reputation upon deep, research-driven investment strategies and solutions for its clientele. Capital Advisors Group manages customized separate accounts that seek to protect principal and maximize risk adjusted returns wit... hin the context of each client’s investment guidelines and specific liquidity needs. Capital Advisors Group also provides FundIQ® money market fund research, CounterpartyIQ® aggregation and credit analysis of counterparty exposures, risk assessment on short-term fixed income securities and portfolios, and independent debt financing consulting services. Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.
CAPITAL ADVISORS GROUP
Industry:
Consulting Financial Services Risk Management
Founded:
1991-01-01
Status:
Active
Contact:
(617) 630-0023
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Current Advisors List
Advisor
2020-06-19
Current Employees Featured
Benjamin Campbell CEO @ Capital Advisors Group
CEO
1991-02-01
Lance Pan Director of Investment Research & Strategy @ Capital Advisors Group
Director of Investment Research & Strategy
2003-03-01
Stefan Spazek Executive Vice President - Director of Debt Placement @ Capital Advisors Group
Executive Vice President - Director of Debt Placement
2018-04-01
Raymond Facinelli Executive Vice President - Director of Business Development @ Capital Advisors Group
Executive Vice President - Director of Business Development
2018-04-01
Anthony Cucinotta Head of Trading @ Capital Advisors Group
Head of Trading
2004-01-01
Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2021-11-22 | Sleepy Owl Coffee | Capital Advisors Group investment in Series A - Sleepy Owl Coffee | 6.5 M USD |
| 2015-09-22 | Rubique | Capital Advisors Group investment in Series A - Rubique | 3 M USD |
| 2012-06-25 | Technori | Capital Advisors Group investment in Seed Round - Technori | 275 K USD |
Newest Events participated
Participated in AGC 13th Annual West Coast Technology Conference
on 2017-02-13 as sponsor
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