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Who We Are

Capitol Advantage is the integrated solutions partner that alternative investment managers trust to power their operations, technology, and growth. With a global footprint and deep domain expertise, we deliver the precision, scale, and partnership our clients need to succeed.

Built on Partnership, Driven by Excellence

Founded with a singular vision — to transform how alternative investment managers operate — Capitol Advantage has grown from a specialized fund administration firm into a comprehensive platform that spans technology, regulatory services, and strategic advisory.

Our approach is simple: combine institutional-grade expertise with entrepreneurial agility. Every team member, from our executive committee to our client-facing specialists, is united by a commitment to delivering operational excellence that enables our clients to focus on what they do best: generating alpha.

With offices across North America, Europe, and Asia Pacific, we serve over 38,000 funds with $3.9 trillion in assets under administration. But numbers only tell part of the story. What truly sets us apart is our culture of partnership — a deep-rooted belief that our success is inseparable from the success of our clients.

85%

Client Retention Rate

38,000+

Funds Serviced

$3.9tn

Assets Under Administration

6,500+

Dedicated Professionals

Technology That Powers Performance

Our proprietary technology platform is the engine that drives operational efficiency across every service we deliver. Built specifically for the complexity of alternative investments, it eliminates data silos, automates workflows, and delivers real-time insights that enable confident decision-making.

From NAV calculations and investor reporting to covenant monitoring and risk analytics, every solution is connected through a single, unified data model — ensuring consistency, accuracy, and auditability at every step.

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Our Technology

A Track Record of Excellence

Industry-Leading Retention

An 85% client retention rate reflects the deep partnerships we build and the consistent value we deliver year after year.

Global Scale

Operations spanning 20+ countries, with local expertise in every major fund domicile and regulatory jurisdiction.

Award-Winning

Consistently recognized by industry bodies as the leading fund administrator, technology provider, and depositary services firm.

ESG Commitment

Responsible Investing, Responsible Operations

We believe that environmental, social, and governance principles are not just the right thing to pursue — they are essential to long-term business sustainability and client trust.

Capitol Advantage integrates ESG considerations into our own operations and provides the data infrastructure our clients need to meet evolving investor and regulatory ESG reporting requirements.

  • ✓ Carbon-neutral operations across all offices by 2028
  • ✓ ESG data integration and reporting on our technology platform
  • ✓ Diversity, equity, and inclusion programs across all regions
  • ✓ UN Principles for Responsible Investment signatory

Leadership Team

Executive Committee

Marcus A. Whitfield

Marcus A. Whitfield

Chief Executive Officer

Over 25 years leading alternative investment operations and fund administration businesses globally.

Dr. Amara Okafor

Dr. Amara Okafor

Chief Operating Officer

Expert in operational transformation, technology integration, and scaling global service platforms.

Jonathan R. Hale

Jonathan R. Hale

Chief Financial Officer

Seasoned finance executive with deep experience in alternative asset management and corporate strategy.

Elena Vasquez-Ruiz

Elena Vasquez-Ruiz

Chief Strategy Officer

Strategic architect driving growth through acquisitions, partnerships, and market expansion.

Managing Directors

David Tan Wei Ming

David Tan Wei Ming

Managing Director, Asia-Pacific

Catherine M. Brooks

Catherine M. Brooks

Managing Director, Private Equity

Larry Grant

Larry Grant

Managing Director, Fund Services

Sandra Nakamura

Sandra Nakamura

Managing Director, Real Assets

Partners

Marcus Hale

Marcus Hale

Partner, Private Credit

Richard Esiaba

Richard Esiaba

Partner, Infrastructure

Priya Fernandez

Priya Fernandez

Partner, Technology & Data

Thomas Müller

Thomas Müller

Partner, Depositary & Regulatory

Advisory Board

Hon. Margaret Liu

Hon. Margaret Liu

Former Under Secretary, U.S. Treasury

Dr. Warren Keating

Dr. Warren Keating

Professor of Finance, Stanford GSB

Daniel Fong

Daniel Fong

Former CEO, Pacific Capital Bancorp

Amanda Chen

Amanda Chen

Former MD, BlackRock Alternatives

Global Presence, Local Expertise

North America

New York

1250 Avenue of the Americas
New York, NY 10020
United States

San Francisco

555 California Street
San Francisco, CA 94104
United States

Toronto

100 King Street West
Toronto, ON M5X 1A9
Canada

Chicago

233 S Wacker Drive
Chicago, IL 60606
United States

Dallas

2200 Ross Avenue
Dallas, TX 75201
United States

Cayman Islands

PO Box 309 Grand Cayman
George Town, KY1-1104
Cayman Islands

Europe

Luxembourg

45, Boulevard Prince Henri
L-1724 Luxembourg
Grand Duchy of Luxembourg

London

25 Old Broad Street
London EC2N 1HQ
United Kingdom

Dublin

One Grand Canal Square
Dublin 2, D02 P820
Ireland

Paris

75 Avenue des Champs-Élysées
Paris 75008
France

Frankfurt

Taunusanlage 8
60329 Frankfurt am Main
Germany

Amsterdam

Gustav Mahlerlaan 10
1082 PP Amsterdam
Netherlands

Asia Pacific

Hong Kong

Two International Finance Centre
Central, Hong Kong

Singapore

1 Raffles Place
Singapore 048616

Sydney

1 Martin Place
Sydney NSW 2000
Australia

Tokyo

1-6-1 Roppongi, Minato-ku
Tokyo 106-6108
Japan

Mumbai

Bandra Kurla Complex
Mumbai 400051
India

Shanghai

Lujiazui Financial City
Pudong, Shanghai 200120
China

Join Our Team

We're always looking for talented, driven individuals who share our passion for alternative investments and operational excellence. At Capitol Advantage, you'll find a culture that values collaboration, innovation, and continuous learning.

Collaborative Culture

Work alongside industry experts who are passionate about delivering excellence and eager to share their knowledge.

Career Development

Structured learning programs, mentorship, and rotational opportunities that accelerate your professional growth.

Global Opportunities

With offices across 20+ countries, explore career paths that span geographies and expand your horizons.

Ready to Join Our Team?

Explore career opportunities and become part of the Capitol Advantage story.