Announced details
Investment advice, including advice on individual securities; asset management; asset management consulting; business and asset succession; successor education; and family office services
A wholly owned subsidiary of Capital Asset Planning,Inc. It belongs to the Capital Asset Planning Group.
Based in Kita Ward, Osaka City. Its representative director is Kitayama Masakazu (北山雅一). Established in April 1990, it has ¥953 million in capital, ¥834 million in capital surplus, and 397 employees. Its businesses include systems solution development, AI agent and AI utilization platform development, provision of APIs for various calculation logic, and the multi-client family office business.
Registration for Type II Financial Instruments Business and Investment Advisory and Agency Business completed (registration number and expiry date: Not disclosed)
27F Shinagawa Season Terrace, 1-2-70 Konan, Minato-ku, Tokyo
In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.
| Item | Details |
|---|---|
| Names of Products / Services Covered | Investment Advisory and Agency Business, Multi-client family office business |
| Counterparty | Capital Asset Planning,Inc. (TSE Standard, Code 3965) |
| Counterparty overview | Based in Kita Ward, Osaka City. Its representative director is Kitayama Masakazu (北山雅一). Established in April 1990, it has ¥953 million in capital, ¥834 million in capital surplus, and 397 employees. Its businesses include systems solution development, AI agent and AI utilization platform development, provision of APIs for various calculation logic, and the multi-client family office business. |
| Relationship with the Company | A wholly owned subsidiary of Capital Asset Planning,Inc. It belongs to the Capital Asset Planning Group. |
| Launch date | The Investment Advisory and Agency Business is scheduled to begin after completion of registration (specific start date: Not disclosed) |
| Applicable area | Investment advice, including advice on individual securities; asset management; asset management consulting; business and asset succession; successor education; and family office services |
| Registration number and expiry date | Registration for Type II Financial Instruments Business and Investment Advisory and Agency Business completed (registration number and expiry date: Not disclosed) |
| Location | 27F Shinagawa Season Terrace, 1-2-70 Konan, Minato-ku, Tokyo |
| Location scale | 6 officers and employees |
Items this document does not state (9)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To announce the completion of registration under the Financial Instruments and Exchange Act and the business development planned after registration. It is also considering a fee-based business linked to assets under management through family office services in the future.