Synthesized from 8 sources · Composite 81 · Coverage 45
| Field | Value |
| Full Name | Capstone Biblical Equities |
| Metric | Value | Source |
| Fund 1 | Capstone Biblically Informed Canadian Equity Fund (TSX: BIVC) | Yahoo Finance; TSX |
| Fund 2 | Capstone Biblically Informed U.S. Equity Fund (TSX: BIVU) | Yahoo Finance; TSX |
| Launch date | October 30, 2025 (ETF series on TSX) | BLG law firm press |
| MER (ETF) | 0.80% | capstoneassets.ca |
| MER (Series A) | 1.25% | capstoneassets.ca |
| AUM | UNVERIFIED (newly launched as of late 2025) | — |
| Series available | A, D, F, I (mutual fund) + ETF series | capstoneassets.ca |
| Distinction | "Canada's first broadly accessible biblically informed investment options" | Yahoo Finance |
Alignment Score: 90/100 — Explicitly Christian investment fund with biblical screening methodology.
Sources: capstoneassets.ca; Yahoo Finance press release; BLG law firm
Primary: Rob Moss introduction — source of this contact; essential warm path. Do not cold-approach without Rob's bridge.
Fallback 1: Kingdom Advisors conference (BRI track) — industry gathering where biblical investing firms convene.
Fallback 2: Faith Driven Investor events — public markets investors track.
Fallback 3: Glenn Murray (Capstone Canada CEO) — if entities are connected.
Fallback 4: Email sales@capstonebe.com — unverified but worth trying after Rob intro.
1. Rob Moss → direct introduction
2. Kingdom Advisors conference → BRI track
3. Faith Driven Investor → public markets investors
4. Capstone Asset Management Canada → if related entity, Glenn Murray could intro
Rob Moss → Capstone Biblical Equities (Portfolio Managers)
Rob Moss curated this contact on the Faith Forward Top 100 list. He is the warm path. Secondary: Kingdom Advisors conference, Faith Driven Investor events, or through Capstone Asset Management (Canada) if the entities are connected (Glenn Murray, CFA).
[H8-notes] Entity: Genesis Outreach — Capstone Biblical Equities | Note ID: 6604fcf2-1a94-471d-ba66-0d117a6d96f0
| Quote | Year | Source |
| "Canada's first broadly accessible biblically informed investment options" | 2025 | |
| "Canadian Christians have expressed a desire for investment options that honour their faith" | ||
| "providing a solution that has been missing in the Canadian marketplace" | invest in a way that "honours God, promotes pos | |
| "Be a Faithful Steward of Your Resources" | invest in a way that "honours God, promotes positive impact" | |
| "honours God, promotes positive impact" | designed for Canadian Christian investors | |
| "Canada's first biblically informed ETFs" | 2025 | remove) |
| "Your thesis is that biblical alignment IS alpha. Genesis proves that thesis in technology: sovereign AI built on truth produces superior analysis because it doesn't suppress signal." | I'm Carter Hill, founder of Genesis. Your BII thesis — that compan | |
| "Companies highly aligned with biblical values tend to create more value for shareholders over time" | biblical principles are load-bearing for business performance (reduce fraud ris | |
| "unbiased AI produces better analysis" | 18.1M LOC, enterprise architecture, sovereign infrastructure | |
| "truth-seeking AI naturally aligns with BII" | they think in billions of AUM terms | |
| "Genesis analyzing holdings through biblical alignment lens" | NYC institutional culture demands professionalism | |
| "Institutional quality" |
| Key | Value | ||
| AUM | Not publicly disclosed | ||
| Attio | https://app.attio.com/day-7-public-benefit-corporation/person/0fff9b11-da1b-49c9-a155-87a41d2585c5 | ||
| Command Center | Active | ||
| Completeness | 40% — DATA-THIN organizational entity; specific AUM and performance UNVERIFIED | ||
| Composite Score | 81.0/100 | ||
| Coverage | 60 (upgraded from 5) \ | Session: S1328 \ | Date: 2026-06-14 |
| Data Status | MODERATE (7,979 bytes across sources) | ||
| Direct? | UNCERTAIN | ||
| Dossier | planning/wave3-dossiers/capstone-biblical-equities.md | ||
| sales@capstonebe.com (⚠️ unverified) | |||
| Entity Name | Capstone Biblical Equities | ||
| Fallback 1 | Kingdom Advisors conference (BRI track) — industry gathering where biblical investing firms convene. | ||
| Fallback 2 | Faith Driven Investor events — public markets investors track. | ||
| Fallback 3 | Glenn Murray (Capstone Canada CEO) — if entities are connected. | ||
| Fallback 4 | Email sales@capstonebe.com — unverified but worth trying after Rob intro. | ||
| Focus | Alpha-driven, biblically-informed equity strategies | ||
| Harvest | planning/harvest/genesis-outreach-capstone-biblical-equities.md | ||
| How to Reach: Primary | Rob Moss introduction — source of this contact; essential warm path. Do not cold-approach without Rob's bridge. | ||
| Hub | planning/command-center/53-capstone-biblical-equities.md | ||
| Link | https://capstone-biblical-equities.myday7.com | ||
| Location | New York, NY | ||
| One-Line Read | NYC faith-based equity manager whose biblical screening thesis = direct use case for Genesis AI research tools | ||
| Personalized site | https://capstone-biblical-equities.myday7.com | ||
| Phone | (212) 555-0140 (⚠️ FICTIONAL — 555-prefix placeholder) | ||
| Principal(s) | Portfolio Managers (names not publicly identified) | ||
| Rank | ~1997 (DATA-THIN tail) \ | Tier: Organization/Fund \ | Domain: Faith Capital & Stewardship |
| Source | git-deleted planning/top300/dossiers/capstone-biblical-equities.md (commit caea9ab79bdb) | ||
| Source Links | Dossier · Top300 | ||
| Tier | Strategic Partner / Client / Potential LP | ||
| Top-300 Dossier | planning/top300/dossiers/capstone-biblical-equities.md | ||
| Type | Fund / Public Market Asset Manager | ||
| Warmth | COLD | ||
| Website | capstonebe.com (⚠️ no live site found) | ||
| Why | Top-300 tier research dossier. |
8 files synthesized from the canonical estate:
Generated by W16 Master Records synthesizer · 2026-06-17 · Session S1335