Capstone Investment Advisors

Capstone Investment Advisors, LLC is an employee-owned financial services firm based in New York City, with additional offices in London and the Netherlands. Established in March 2007, the firm specializes in managing hedge funds and providing investment advisory services. It primarily serves pooled investment vehicles, as well as pension plans, endowments, trusts, estates, charitable organizations, and foundations. Capstone invests across global public equity and fixed income markets, as well as alternative investment markets, utilizing relative value volatility and structured credit strategies. The firm employs a combination of fundamental and technical analysis to construct its investment portfolios and augments its in-house research with external resources.

Joseph Lucas

Chairman, President and Partner and a Member of the Management, Compensation and Dev Steering Committee

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