![Jacques Perold](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Net worth: 4 M $ as of 31/05/2026
Jacques Pierre Perold is the founder of Capshift Advisors LLC.
Current positions include Chairman at World Music, Inc. and CapShift LLC, Independent Director at The Allstate Corp.
and MSCI, Inc., Director at Allstate Insurance Co., Trustee at New York Life Investments Funds, New York Life Investments Funds Trust, New York Life Investments VP Funds Trust, Partners In Health, NYLI CBRE Global Infrastructure Megatrends Term, and Independent Trustee at NYLI MacKay DefinedTerm Muni Opportunities Fund.
Former roles include President at Fidelity Management & Research Co. LLC, Member-Governors Board at Investment Company Institute, Chief Operating Officer at Fidelity Asset Management, Inc., President & Chief Investment Officer at Geode Capital Management LLC, and Trustee at Boston University.
Education includes undergraduate and graduate degrees from the University of Cape Town.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MSCI INC. CLASS A 0.01% | 01/05/2026 | 6,272 ( 0.01% ) | 4 M $ | 31/05/2026 |
| 01/06/2026 | 2,050 ( 0% ) | 422 485 $ | 31/05/2026 |
| Companies | Position | Start |
|---|---|---|
| THE ALLSTATE CORPORATION | Director/Board Member | 01/12/2015 |
| NYLI MACKAY DEFINEDTERM MUNI OPPORTUNITIES FUND | Director/Board Member | 01/01/2016 |
| MSCI, INC. | Director/Board Member | 06/03/2017 |
| NYLI CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND | Director/Board Member | 01/06/2021 |
New York Life Investments Funds Trust
 New York Life Investments Funds Trust Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Director/Board Member | 01/01/2016 |
CapShift LLC
 CapShift LLC Internet Software/ServicesTechnology Services Provides investing platform for individuals, families, financial advisors and donor advised fund providers | Chairman | - |
MainStay Funds
 MainStay Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Board Member | 01/01/2016 |
Partners In Health
 Partners In Health Miscellaneous Commercial ServicesCommercial Services Provides healthcare facilities for the poor | Director/Board Member | 01/01/2019 |
New York Life Investments VP Funds Trust
 New York Life Investments VP Funds Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Board Member | 01/01/2016 |
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Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 18 |
|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
MainStay Funds
MainStay Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
The Allstate Corp.
 The Allstate Corp. Multi-Line InsuranceFinance Engages in the provision of personal property and casualty, protection & health and benefits insurance services | Finance |
Allstate Insurance Co.
 Allstate Insurance Co. Multi-Line InsuranceFinance Provides personal, life, vehicle and property insurance services | Finance |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of mutual funds, exchange-traded funds, closed-end funds and unit investment trusts | Commercial Services |
Fidelity Asset Management, Inc.
 Fidelity Asset Management, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Finance |
Geode Capital Management LLC
 Geode Capital Management LLC Investment ManagersFinance Geode is a global systematic investment manager that uses a team-based approach across each of the firm’s investment disciplines, emphasizing a repeatable, risk-managed and collaborative investment process. Their systematic techniques draw from a wide variety of information sources, with a focus on liquidity and transparency. | Finance |
New York Life Investments Funds Trust
New York Life Investments Funds Trust Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Miscellaneous |
New York Life Investments VP Funds Trust
New York Life Investments VP Funds Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
NYLI MacKay DefinedTerm Muni Opportunities Fund
 NYLI MacKay DefinedTerm Muni Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Cape Town
 University of Cape Town Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MSCI, Inc.
 MSCI, Inc. Financial Publishing/ServicesCommercial Services Provides investment decision support applications to investment institutions worldwide | Commercial Services |
Partners In Health
Partners In Health Miscellaneous Commercial ServicesCommercial Services Provides healthcare facilities for the poor | Commercial Services |
World Music, Inc. | |
Capshift Advisors LLC
 Capshift Advisors LLC Financial ConglomeratesFinance Provides investment and wealth management services | Finance |
MainStay CBRE Global Infrastructure Megatrends Term Fund
 MainStay CBRE Global Infrastructure Megatrends Term Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
CapShift LLC
CapShift LLC Internet Software/ServicesTechnology Services Provides investing platform for individuals, families, financial advisors and donor advised fund providers | Technology Services |
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