Capital Advisors Group, Inc.

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Insight.
Independence.
Focus.

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Capital Advisors Group, Inc. is an independent SEC-registered investment advisor specializing in institutional cash investments, risk management, and debt finance consulting.


Investment
Management

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Debt Finance
Consulting

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Credit & Risk Management

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In the News

 

May 19, 2020

Northern Trust to Shutter Money-Market Fund After Redemptions

January 18, 2020

Introduction: Special Issue on Ethical Investing

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The Capital Advisor Newsletter

 

February 1, 2021

Three Trends to Monitor in 2021

August 25, 2020

Cash-Burning Biotechs Turn to Debt to Help Chase Covid Cures

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Transactions

Since 2003, Capital Advisors Group's debt placement consultants have advised more than 450 companies with debt needs of approximately $2.6 billion.*Disclaimer

BIOPHARMACEUTICAL

$75,000,000
VENTURE DEBT
Boston, MA

LIFE SCIENCE

$8,000,000
Term Loan
Boston, MA

TECHNOLOGY / SOFTWARE

$10,000,000
VENTURE DEBT
New York, NY

BIOPHARMACEUTICAL

$10,000,000
VENTURE DEBT
Lawrenceville, NJ

TECHNOLOGY

$15,000,000
SENIOR & SUBORDINATED DEBT
Boston, MA
Debt transactions depicted above represent the five most recently completed deals as of 3/1/2019.
Only clients who have granted Capital Advisors Group permission to use their name and logo are depicted.

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Events

 

December 2, 2020

A.R.I. Webinar: Opportunities in Venture Debt

Webinar: Opportunities in Venture Debt  Hosted by A.R.I.  Date: December 2, 2020 Time: 2-3pm ET / 11am-12pm PT  Join Zack Ellison, CFA, CAIA, Managing General Partner and CIO of Applied Real Intelligence LLC (”A.R.I.”), alongside a panel of industry experts, as we discuss opportunities and trends in the Venture Debt... Read more →

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Blog

 

01/22/2021

Credit Update: ESG Investing for Cash Management Portfolios [Episode 3]

Watch the webcast: Click the above webcast link for episode 3 of Credit Update. Hosted by Capital Advisors Group’s Director of Investment Research and Strategy, Lance Pan. Topics covered: Defining ESG Applying ESG to Fixed Income and Cash Investments Selecting ESG Data Providers   Our research is for personal, non-commercial... Read more →

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capital advisors group logo
  • Company
  • Meet the Team
  • Careers
  • Solutions
  • Investment Management
    • Liquidity Accounts
    • Buy-and-Hold Accounts
    • Total Return Accounts
  • Debt Finance Consulting
  • Credit & Risk Management
    • CounterpartyIQ® Risk Management
    • FundIQ® Money Market Fund Research
    • Credit & Risk Management Oversight
  • Research
  • Credit & Risk Management Research
  • Investment Management Research
  • Debt Finance Consulting Research
  • News
  • The Capital Advisor Newsletter
  • In the News
  • Monthly Economic Recap
  • Press Releases
  • Events
  • Blog

Contact Us

(617) 630-8100
info@capitaladvisors.com

Capital Advisors Group, Inc.
29 Crafts Street
Suite 270
Newton, MA 02458

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