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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
About Right Investment Team LLC
Capricorn provides customized outsourced CIO (OCIO) services and impact-aligned portfolio construction for families, foundations, and institutional investors. With 25+ years in sustainable investing, the firm builds long-term portfolios targeting risk-adjusted returns and measurable environmental and social outcomes, using a thematic framework spanning climate resilience, healthcare, economic opportunity, and responsible stewardship.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
BENJAMIN PAUL ZAGORSKI
Chief Compliance Officer, Managing Member, President
- CRD
- #1638304
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,267,448 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,267,448 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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