CAPITAL ADVISORS GROUP

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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 clientโ€™s investment guidelines and specific liquidity needs. Capital Advisors Group also provides FundIQยฎ money market fund research, CounterpartyIQยฎ 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.

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CAPITAL ADVISORS GROUP

Social Links:

Industry:
Consulting Financial Services Risk Management

Founded:
1991-01-01

Status:
Active

Contact:
(617) 630-0023

Email Addresses:
[email protected]

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Current Advisors List

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Rob Barlow Strategic Advisor @ Capital Advisors Group
Advisor
2020-06-19

Current Employees Featured

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Benjamin Campbell
Benjamin Campbell CEO @ Capital Advisors Group
CEO
1991-02-01

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Lance Pan
Lance Pan Director of Investment Research & Strategy @ Capital Advisors Group
Director of Investment Research & Strategy
2003-03-01

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Stefan Spazek
Stefan Spazek Executive Vice President - Director of Debt Placement @ Capital Advisors Group
Executive Vice President - Director of Debt Placement
2018-04-01

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Raymond Facinelli
Raymond Facinelli Executive Vice President - Director of Business Development @ Capital Advisors Group
Executive Vice President - Director of Business Development
2018-04-01

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Anthony Cucinotta
Anthony Cucinotta Head of Trading @ Capital Advisors Group
Head of Trading
2004-01-01

Founder


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Benjamin Campbell

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

agc-partners-2018-information-security-broader-technology-growth-conference_event_image Participated in AGC Partnersโ€™ 2018 Information Security & Broader Technology Growth Conference on 2018-04-16 as sponsor

agc-13th-annual-west-coast-technology-conference_event_image Participated in AGC 13th Annual West Coast Technology Conference on 2017-02-13 as sponsor

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